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

KAUFMAN ROSSIN 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

Sep 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 19, 2012

First registration

Dec 21, 2012

Dual registered

yes, broker-dealer

Other names

ASHLEA AYER

IAPD individual key

6111411

• Occurred

  Oct 10, 2023
  Advisor changed firm

  Ashlea Heather Ayer left Truist Advisory Services, Inc. for Kaufman Rossin Wealth, Llc (registered 2024-09-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a5d672de-479f-1691-0e66-e0fe769a7886

First observed

Dec 21, 2012

Last observed

Sep 15, 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.