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RIA / WealthAdvisorCertified Financial Planner26 years in industry

KRISTI LEWIS TIDWELL

Advisor at ASSET DEDICATION, LLC

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:9132e2bf-45f2-c362-d93f-fd31a99a63e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 8, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ASSET DEDICATION, LLC
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: May 3, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: May 3, 2000
First registration: Jun 8, 2006
Dual registered: no
Other names: KRISTI LYNN LEWIS|KRISTI LYNN LEWIS
IAPD individual key: 4115425

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASSET DEDICATION, LLC	Independent wealth	Oct 29, 2025	n/a	yes	SAN FRANCISCO, CA	Current employment
FOCUS PARTNERS WEALTH, LLC	Independent wealth	Jul 1, 2024	Oct 17, 2025	no	DEERFIELD, IL\|ST. LOUIS, MO	Previous registration
BUCKINGHAM STRATEGIC WEALTH, LLC	Former SEC adviser	Nov 14, 2022	Jul 1, 2024	no	DEERFIELD, IL\|ST LOUIS, MO\|MADISON, MS	Previous registration
ASSET DEDICATION, LLC	Independent wealth	May 5, 2022	Oct 4, 2022	no	SAN FRANCISCO, CA\|Ridgeland, MS	Previous registration
ASSET DEDICATION, LLC	Independent wealth	Jan 28, 2020	Dec 31, 2021	no	Ridgeland, MS\|SAN FRANCISCO, CA	Previous registration
STANFORD GROUP COMPANY	n/a	Jun 8, 2006	Jun 3, 2008	no	JACKSON, MS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FOCUS PARTNERS WEALTH, LLC	ASSET DEDICATION, LLC	Oct 17, 2025	Oct 29, 2025	12	Firm change	RIA to RIA
BUCKINGHAM STRATEGIC WEALTH, LLC	FOCUS PARTNERS WEALTH, LLC	Jul 1, 2024	Jul 1, 2024	0	Bulk transfer	RIA to RIA
ASSET DEDICATION, LLC	BUCKINGHAM STRATEGIC WEALTH, LLC	Oct 4, 2022	Nov 14, 2022	41	Firm change	RIA to RIA
STANFORD GROUP COMPANY	ASSET DEDICATION, LLC	Jun 3, 2008	Jan 28, 2020	4,256	Firm change after gap	Other

Relationships

Registered with (4)

→ ASSET DEDICATION, LLCRegistered adviserregistration: previous registration
May 5, 2022 to Oct 4, 2022factForm ADV
→ FOCUS PARTNERS WEALTH, LLCRegistered adviserregistration: previous registration
Jul 1, 2024 to Oct 17, 2025factForm ADV
→ BUCKINGHAM STRATEGIC WEALTH, LLCRegistered adviserregistration: previous registration
Nov 14, 2022 to Jul 1, 2024factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Jun 8, 2006 to Jun 3, 2008factForm ADV

Dated events

Occurred
Oct 17, 2025
Advisor changed firm
Kristi Lewis Tidwell left Focus Partners Wealth, Llc for Asset Dedication, Llc (registered 2025-10-29)
Form ADVobserved 5 days ago
Occurred
Oct 4, 2022
Advisor changed firm
Kristi Lewis Tidwell left Asset Dedication, Llc for Buckingham Strategic Wealth, Llc (registered 2022-11-14)
Form ADVobserved 5 days ago