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

FRAGASSO FINANCIAL ADVISORS

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 21, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S66

First exam

Sep 21, 1992

First registration

Jul 23, 2013

Dual registered

no

Other names

BEERNARD ELWOOD CARTER

IAPD individual key

2269889

• Occurred

  Jan 29, 2025
  Advisor changed firm

  Bernard Elwood Carter left Hapanowicz Financial for Fragasso Financial Advisors (registered 2025-06-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a3dc5458-d19f-9e27-8e40-b52d314a8528

First observed

Jul 23, 2013

Last observed

Sep 14, 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.