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

DODDS WEALTH, 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

Apr 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Jun 19, 2013

First registration

Jun 20, 2013

Dual registered

no

IAPD individual key

5138911

• Occurred

  May 15, 2023
  Advisor changed firm

  Brennan Paul Pate left Dodds Wealth Management Group for Dodds Wealth, Llc (registered 2023-01-08)

  Form ADVobserved 5 days ago
• Occurred

  Apr 25, 2023
  Advisor changed firm

  Brennan Paul Pate left Lpl Financial Llc for Dodds Wealth Management Group (registered 2020-01-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a0753fe7-a5ae-592c-e498-13a6721fa991

First observed

Jun 20, 2013

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.