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

CGN 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

Jun 8, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

Jun 8, 1993

First registration

Feb 10, 1998

Dual registered

no

IAPD individual key

2366221

• Occurred

  Mar 28, 2024
  Advisor changed firm

  David John Walz left Arcadia Financial Strategies, Inc. for Cgn Advisors, Llc (registered 2023-06-20)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b71695f6-b32d-cafb-9da4-7e3aa87f9668

First observed

Feb 10, 1998

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.