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

CARLYLE WEALTH PLANNING

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

Feb 5, 1981earliest registration or exam on IAPD

Years in industry

45derivedfrom the industry start date

Years at current firm

19derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63

First exam

Feb 5, 1981

First registration

Jan 4, 2007

Dual registered

no

Other names

SHARON H WIGGINS|WILMA SHARON BUDNIK|WILMA SHARON HAMM

IAPD individual key

723594

• Occurred

  Sep 17, 2026
  Advisor departed, no destination yet

  Sharon H Budnik no longer registered at The Strategic Financial Alliance; no later IA registration on IAPD

  Form ADVobserved yesterday

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9b2e0848-311c-d9b4-1efc-19efdf5efa12

First observed

Jan 4, 2007

Last observed

Sep 18, 2026 2 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.