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

TRUE NORTH ADVISORS, 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

Aug 1, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom 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|Personal Financial Specialist

Exams

S66

First exam

Sep 23, 1999

First registration

Nov 25, 1999

Dual registered

no

IAPD individual key

4460079

• Occurred

  Sep 17, 2024
  Advisor changed firm

  Royce Glenn Itschner left Clear Rock Advisors, Llc for True North Advisors, Llc (registered 2024-09-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a935bbd7-cdc8-4ece-a3b0-0f1d36c70c37

First observed

Nov 25, 1999

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.