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

ENVEST ASSET MANAGEMENT, 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

Jun 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 31, 2021

First registration

Jan 14, 2022

Dual registered

no

Other names

KAREN ELIZABETH MCCANN|KAREN M OGDEN

IAPD individual key

4844105

• Occurred

  Nov 2, 2022
  Advisor changed firm

  Karen Ogden left Purkiss Capital Advisors, Llc for Envest Asset Management, Llc (registered 2022-11-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a7bd0a3a-87dd-6d7e-5616-3964b6cf41d5

First observed

Jan 14, 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.