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

CASTLEVIEW PARTNERS, LLC

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

Jun 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

1

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Feb 28, 2019

First registration

Jun 1, 2022

Dual registered

no

Other names

Ian Z Fritz|Ian Fritz|IAN ZACHARY FRITZ

IAPD individual key

7057280

• Occurred

  Jun 15, 2023
  Advisor changed firm

  Ian Fritz left Fisher Investments for Castleview Partners, Llc (registered 2024-04-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9fa3164a-ee3d-9403-9010-b69fab077b22

First observed

Jun 1, 2022

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.