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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant12 years in industry

Caleb Aaron Pepperday

Advisor at ADVANCED PRACTICE PLANNING, LLC

MISSOULA, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:98ece0ba-0238-1652-76c4-489db21f5fff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 25, 2018 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: ADVANCED PRACTICE PLANNING, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Sep 12, 2018
First registration: Sep 25, 2018
Dual registered: no
Other names: Caleb Pepperday
IAPD individual key: 6997697

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
ADVANCED PRACTICE PLANNING, LLC	State registered	Jul 25, 2023	n/a	yes	MISSOULA, MT	Current employment
JFS WEALTH ADVISORS, LLC	Independent wealth	May 31, 2022	Jun 20, 2023	no	Pittsburgh, PA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jun 9, 2021	Apr 20, 2022	no	WILLIAMSPORT, PA\|BRIDGEVILLE, PA	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 25, 2018	Jun 9, 2021	no	BRIDGEVILLE, PA\|WILLIAMSPORT, PA	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
JFS WEALTH ADVISORS, LLC	ADVANCED PRACTICE PLANNING, LLC	Jun 20, 2023	Jul 25, 2023	35	Firm change	RIA to state RIA
CETERA ADVISOR NETWORKS LLC	JFS WEALTH ADVISORS, LLC	Apr 20, 2022	May 31, 2022	41	Firm change	Ibd to RIA
VOYA FINANCIAL ADVISORS, INC.	CETERA ADVISOR NETWORKS LLC	Jun 9, 2021	Jun 9, 2021	0	Firm change	Ibd to ibd

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
2882:13572:PA:2021-06-09	Jun 9, 2021	Jun 9, 2021	WILLIAMSPORT, PA	Firm change

Relationships

Registered with (4)

→ ADVANCED PRACTICE PLANNING, LLCRegistered adviserregistration: current employment
Jul 25, 2023 to presentfactForm ADV
→ JFS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 31, 2022 to Jun 20, 2023factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jun 9, 2021 to Apr 20, 2022factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 25, 2018 to Jun 9, 2021factForm ADV

Dated events

Occurred
Jun 20, 2023
Advisor changed firm
Caleb Aaron Pepperday left Jfs Wealth Advisors, Llc for Advanced Practice Planning, Llc (registered 2023-07-25)
Form ADVobserved 6 days ago
Occurred
Apr 20, 2022
Advisor changed firm
Caleb Aaron Pepperday left Cetera Advisor Networks Llc for Jfs Wealth Advisors, Llc (registered 2022-05-31)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98ece0ba-0238-1652-76c4-489db21f5fff
First observed: Sep 25, 2018
Last observed: Sep 14, 2026 7 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.

Caleb Aaron Pepperday

Advisor at ADVANCED PRACTICE PLANNING, LLC

MISSOULA, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:98ece0ba-0238-1652-76c4-489db21f5fff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

ADVANCED PRACTICE PLANNING, LLC

State registered

Jul 25, 2023

n/a

yes

MISSOULA, MT

Current employment

JFS WEALTH ADVISORS, LLC

Independent wealth

May 31, 2022

Jun 20, 2023

Pittsburgh, PA

Previous registration

CETERA ADVISOR NETWORKS LLC

Former SEC adviser

Jun 9, 2021

Apr 20, 2022

WILLIAMSPORT, PA|BRIDGEVILLE, PA

Previous registration

VOYA FINANCIAL ADVISORS, INC.

Bd affiliated wealth

Sep 25, 2018

Jun 9, 2021

BRIDGEVILLE, PA|WILLIAMSPORT, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

JFS WEALTH ADVISORS, LLC

ADVANCED PRACTICE PLANNING, LLC

Jun 20, 2023

Jul 25, 2023

Firm change

RIA to state RIA

CETERA ADVISOR NETWORKS LLC

JFS WEALTH ADVISORS, LLC

Apr 20, 2022

May 31, 2022

Firm change

Ibd to RIA

VOYA FINANCIAL ADVISORS, INC.

CETERA ADVISOR NETWORKS LLC

Jun 9, 2021

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

2882:13572:PA:2021-06-09

Jun 9, 2021

WILLIAMSPORT, PA

Firm change