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

EVOLUTION VISION WEALTH MANAGEMENT

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

Sep 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S63|S65

First exam

Jan 13, 2014

First registration

Jan 17, 2022

Dual registered

no

IAPD individual key

6253879

• Occurred

  Mar 27, 2026
  Advisor changed firm

  Kevin Paul Haggerty left Snowball Wealth Management for Evolution Vision Wealth Management (registered 2026-03-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a1c246d2-e492-2238-f4d6-0c61c0fa183e

First observed

Jan 17, 2022

Last observed

Sep 15, 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.