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

CRUX WEALTH 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

May 1, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom 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

S65|S63

First exam

Nov 29, 1990

First registration

Jul 8, 1997

Dual registered

yes, broker-dealer

Other names

MARIA TAPANG|SLONY TAPANG|MARIA M TAPANG|SIONY TAPANG

IAPD individual key

1280530

• Occurred

  Aug 2, 2024
  Advisor changed firm

  Ma Asuncion Mendoza Tapang left Raymond James Financial Services Advisors, Inc for Crux Wealth Advisors (registered 2024-08-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a89aafec-ea5c-1491-60d3-5b436cd52004

First observed

Jul 8, 1997

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.