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

ARCADIA PRIVATE WEALTH 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

Oct 26, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 26, 2009

First registration

Nov 17, 2010

Dual registered

no

Other names

ALLAN GRANT WEBSTER

IAPD individual key

5210397

• Occurred

  Jan 23, 2025
  Advisor changed firm

  Grant Allan Webster left Corient for Arcadia Private Wealth Llc (registered 2026-02-05)

  Form ADVobserved 5 days ago
• Occurred

  Mar 31, 2023
  Advisor changed firm

  Grant Allan Webster left Dowling & Yahnke, Llc for Corient (registered 2022-09-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a33ece23-6bbd-e868-8e62-e72263f2d3dd

First observed

Nov 17, 2010

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.