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

CANYON CREEK INVESTMENT ADVISORS

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S65

First exam

Sep 14, 2015

First registration

Sep 14, 2015

Dual registered

no

Other names

Lisa Marie Levendoski|Lisa Marie Webster|Lisa Marie Grobe

IAPD individual key

6529149

• Occurred

  Jun 7, 2024
  Advisor changed firm

  Lisa Marie Isaacson left Wealthsource? for Canyon Creek Investment Advisors (registered 2024-05-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9e216eb4-0f27-048c-ca1c-14f6d4acb6a0

First observed

Sep 14, 2015

Last observed

Sep 15, 2026 5 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.