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

TSA WEALTH MANAGEMENT

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

Jan 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 19, 2010

First registration

Feb 9, 2011

Dual registered

no

Other names

CRYSTAL ALLISON BOTT|CRYSTAL ALLISON BOTT

IAPD individual key

4690796

• Occurred

  Feb 24, 2023
  Advisor changed firm

  Crystal Allison Mckeon left Tri-Star Advisors, Inc. for Tsa Wealth Management (registered 2022-10-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9aef7c4e-bbbe-6d6f-97d3-f700f0d97cd4

First observed

Feb 9, 2011

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.