This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

FINANCIAL ALTERNATIVES, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 1, 2016

First registration

Oct 13, 2021

Dual registered

no

Other names

Damon Robertson|DAMON ANTHONY ROBERTSON|DAMON A ROBERTSON

IAPD individual key

6690782

• Occurred

  Oct 8, 2024
  Advisor changed firm

  Damon Anthony Robertson left Wells Fargo Advisors for Financial Alternatives, Inc. (registered 2025-03-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:90dd8e4e-d48c-dd56-cb6d-ee95614929ce

First observed

Oct 13, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.