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

ELLEVEST

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 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Chartered Financial Analyst

First registration

Mar 12, 2019

Dual registered

no

Other names

ALONDRA GARCIA

IAPD individual key

6009505

• Occurred

  Jul 13, 2022
  Advisor changed firm

  Alondra Garcia left Wilbanks, Smith & Thomas Asset Management, Llc for Ellevest (registered 2022-09-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ab6dfd0-0f19-87ee-9ebd-c5b869b83ade

First observed

Mar 12, 2019

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.