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

CGI WEALTH ADVISORS, INC.

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

Nov 18, 1983earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S63

First exam

Nov 18, 1983

First registration

Sep 9, 2010

Dual registered

no

Other names

VANCE BRAD PALMER|V BRAD PALMER|VANCE BRADLEY PALMER|Brad Palmer

IAPD individual key

708148

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a9e6164b-0e06-40b1-dc96-25ea1de25d66

First observed

Sep 9, 2010

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.