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

CNL EDUCATIONAL INSTITUTE, LLC

Current firm class

no raum reportedderived

Book size

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

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Aug 15, 2025

First registration

May 29, 2026

Dual registered

yes, broker-dealer

Other names

Adam Witty|ADAM LEE WITTY

IAPD individual key

8122608

• Occurred

  Jul 17, 2026
  Advisor changed firm

  Adam Lee Witty left Schwab Wealth Advisory, Inc. for Cnl Educational Institute, Llc (registered 2026-07-27)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9c94eced-af19-470e-735a-37f6e015f084

First observed

May 29, 2026

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.