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

MISSION WEALTH MANAGEMENT, LP

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

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 24, 2018

First registration

Mar 1, 2018

Dual registered

no

Other names

Nathaniel Dodd

IAPD individual key

6855376

• Occurred

  Feb 1, 2024
  Advisor changed firm

  Nathaniel Jordan Dodd left Blakely Walters Wealth Management for Mission Wealth Management, Lp (registered 2023-12-12)

  Form ADVobserved 5 days ago
• Occurred

  Oct 5, 2023
  Advisor changed firm

  Nathaniel Jordan Dodd left Next Financial Group, Inc. for Blakely Walters Wealth Management (registered 2023-06-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a85a528d-43bb-8035-ae46-94fe340455bb

First observed

Mar 1, 2018

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.