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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Ralph Taylor Rigler

Advisor at Q3 ADVISORS, LLC

Boca Raton, FL | ARVADA, CO

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Search this name across graphsid dfx:ria:ba70b68a-82d0-cc5c-090b-b40184a68a46

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 9, 2016 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: Q3 ADVISORS, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 7, 2016
First registration: Sep 9, 2016
Dual registered: no
IAPD individual key: 6636194

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Q3 ADVISORS, LLC	No RAUM reported	Jan 1, 2026	n/a	yes	Boca Raton, FL\|ARVADA, CO	Current employment
CORE WEALTH MANAGEMENT, INC.	Independent wealth	Nov 15, 2022	Jun 30, 2023	no	JUPITER, FL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 26, 2019	Jul 19, 2022	no	BOCA RATON, FL\|Boca Raton, FL\|ATLANTA, GA\|BOCA RATON, FL	Previous registration
CREATIVE PLANNING	Independent wealth	Feb 23, 2018	Sep 21, 2018	no	BOCA RATON, FL\|OVERLAND PARK, KS	Previous registration
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Apr 11, 2017	Oct 25, 2017	no	FRISCO, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Sep 9, 2016	Mar 1, 2017	no	FLOWER MOUND, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CORE WEALTH MANAGEMENT, INC.	Q3 ADVISORS, LLC	Jun 30, 2023	Jan 1, 2026	916	Firm change after gap	Other
ADVICE AND PLANNING SERVICES	CORE WEALTH MANAGEMENT, INC.	Jul 19, 2022	Nov 15, 2022	119	Firm change	Ibd to RIA
CREATIVE PLANNING	ADVICE AND PLANNING SERVICES	Sep 21, 2018	Mar 26, 2019	186	Firm change	RIA to ibd
EXENCIAL WEALTH ADVISORS	CREATIVE PLANNING	Oct 25, 2017	Feb 23, 2018	121	Firm change	Other
J.P. MORGAN SECURITIES LLC	EXENCIAL WEALTH ADVISORS	Mar 1, 2017	Apr 11, 2017	41	Firm change	Other

Relationships

Registered with (6)

→ Q3 ADVISORS, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ CORE WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 15, 2022 to Jun 30, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 26, 2019 to Jul 19, 2022factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Feb 23, 2018 to Sep 21, 2018factForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Apr 11, 2017 to Oct 25, 2017factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Sep 9, 2016 to Mar 1, 2017factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
Ralph Taylor Rigler left Core Wealth Management, Inc. for Q3 Advisors, Llc (registered 2026-01-01)
Form ADVobserved 5 days ago
Occurred
Jul 19, 2022
Advisor changed firm
Ralph Taylor Rigler left Advice And Planning Services for Core Wealth Management, Inc. (registered 2022-11-15)
Form ADVobserved 5 days ago