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RIA / WealthAdvisorCertified Financial Planner32 years in industry

PATRICIA ANN STALLWORTH

Advisor at MAINSTREET FINANCIAL PLANNING, INC.

Irvine, CA | LOS GATOS, CA

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Search this name across graphsid dfx:ria:bdaefe6f-4ba9-fe89-a50b-e984c0dcbdd6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jul 27, 2004 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: MAINSTREET FINANCIAL PLANNING, INC.
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: Apr 11, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 5
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Apr 11, 1994
First registration: Jul 27, 2004
Dual registered: no
Other names: PATRICIA ANN POWE|PATRICIA STALLWORTH
IAPD individual key: 2467706

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
MAINSTREET FINANCIAL PLANNING, INC.	State registered	Apr 24, 2026	n/a	yes	Irvine, CA\|LOS GATOS, CA	Current employment
Ellevest	Independent wealth	Aug 28, 2023	Apr 7, 2025	no	IRVINE, CA\|NEW YORK, NY	Previous registration
PS WORTH, LLC	n/a	Feb 9, 2023	Mar 23, 2026	no	IRVINE, CA	Previous registration
Facet	Independent wealth	Jun 1, 2021	Jan 3, 2023	no	Irvine, CA\|WEST PALM BEACH, FL	Previous registration
EWORTH ADVISORS	n/a	Feb 18, 2020	May 18, 2021	no	ROSWELL, GA	Previous registration
PS WORTH, LLC	n/a	Jul 27, 2004	Jun 12, 2012	no	DULUTH, GA	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
PS WORTH, LLC	Ellevest	Mar 23, 2026	Aug 28, 2023	-938	Firm change after gap	Other
Ellevest	MAINSTREET FINANCIAL PLANNING, INC.	Apr 7, 2025	Apr 24, 2026	382	Firm change	RIA to state RIA
Facet	PS WORTH, LLC	Jan 3, 2023	Feb 9, 2023	37	Firm change	Other
EWORTH ADVISORS	Facet	May 18, 2021	Jun 1, 2021	14	Firm change	Other
PS WORTH, LLC	EWORTH ADVISORS	Jun 12, 2012	Feb 18, 2020	2,807	Firm change after gap	Other

Relationships

Registered with (5)

→ MAINSTREET FINANCIAL PLANNING, INC.Registered adviserregistration: current employment
Apr 24, 2026 to presentfactForm ADV
→ PS WORTH, LLCRegistered adviserregistration: previous registration
Feb 9, 2023 to Mar 23, 2026factForm ADV
→ ELLEVESTRegistered adviserregistration: previous registration
Aug 28, 2023 to Apr 7, 2025factForm ADV
→ FACETRegistered adviserregistration: previous registration
Jun 1, 2021 to Jan 3, 2023factForm ADV
→ EWORTH ADVISORSRegistered adviserregistration: previous registration
Feb 18, 2020 to May 18, 2021factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Patricia Ann Stallworth left Ps Worth, Llc for Ellevest (registered 2023-08-28)
Form ADVobserved 4 days ago
Occurred
Apr 7, 2025
Advisor changed firm
Patricia Ann Stallworth left Ellevest for Mainstreet Financial Planning, Inc. (registered 2026-04-24)
Form ADVobserved 4 days ago
Occurred
Jan 3, 2023
Advisor changed firm
Patricia Ann Stallworth left Facet for Ps Worth, Llc (registered 2023-02-09)
Form ADVobserved 4 days ago