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

SLEDGE AND COMPANY 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, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S66

First exam

Dec 20, 1999

First registration

Apr 25, 2006

Dual registered

yes, broker-dealer

IAPD individual key

4078983

• Occurred

  Jul 16, 2025
  Advisor changed firm

  Jamie David Sledge left The Wealth Group, Ltd for Sledge And Company Wealth Advisors (registered 2025-05-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a911b1b1-2509-dff4-04e4-0a7387055fd3

First observed

Apr 25, 2006

Last observed

Sep 14, 2026 7 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.