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

AVANTAX PLANNING PARTNERS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Sep 20, 2019

First registration

Sep 20, 2019

Dual registered

no

Other names

Cassidy Hill Gierl

IAPD individual key

7165430

• Occurred

  Feb 1, 2024
  Advisor changed firm

  Cassidy Hill Schmidt left Stratos Wealth Advisors Llc for Avantax Planning Partners, Inc. (registered 2024-02-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9742b71c-a613-e522-e725-179e9fd9b5d9

First observed

Sep 20, 2019

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.