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

NAPLES WEALTH PLANNING

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 5, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S65

First exam

Jan 3, 2018

First registration

Jul 5, 2007

Dual registered

no

Other names

Laurie Hulbert

IAPD individual key

712122

• Occurred

  Sep 30, 2024
  Advisor changed firm

  Laurence Elliott Hulbert left Imprint Wealth Llc for Naples Wealth Planning (registered 2026-01-01)

  Form ADVobserved 4 days ago
• Occurred

  Aug 4, 2023
  Advisor changed firm

  Laurence Elliott Hulbert left Laidlaw Wealth Management Llc for Imprint Wealth Llc (registered 2023-07-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:91313d9f-d8be-c09d-0ef7-e4cb6126bc22

First observed

Jul 5, 2007

Last observed

Sep 14, 2026 5 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.