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

CONCORDIA WEALTH PLANNING, LLC

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

May 20, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S63|S65

First exam

May 20, 2002

First registration

Sep 24, 2007

Dual registered

no

Other names

ANDY SILVER|Andrew J Silver

IAPD individual key

4520825

• Occurred

  Dec 31, 2023
  Advisor departed, no destination yet

  Andrew Jonathan Silver no longer registered at Concordia Puerto Rico, Llc; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a16e3ca0-b93b-af6f-bd2a-b2f80ca7165f

First observed

Sep 24, 2007

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.