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

OAK MAPLE FINANCE, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 16, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Nov 16, 2007

First registration

Dec 5, 2007

Dual registered

no

Other names

REBECCA J KLEST|REBECCA J WALSH|BECKY KLEST|BECKY WALSH

IAPD individual key

5462343

• Occurred

  Oct 31, 2022
  Advisor changed firm

  Rebecca K Walsh left Pathway Financial Advisors, Llc for Oak Maple Finance, Llc (registered 2022-09-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ab7286c1-b035-78e9-20d6-ba19c95caa9b

First observed

Dec 5, 2007

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.