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

MCKINLEY CARTER WEALTH SERVICES, 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

Jan 16, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 16, 2014

First registration

May 12, 2017

Dual registered

no

Other names

JULIE ANNE GUSTAFSON

IAPD individual key

6261567

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bad6f936-4f40-d8c9-06ed-22e4fd164013

First observed

May 12, 2017

Last observed

Sep 15, 2026 6 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.