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

MONUMENT WEALTH MANAGEMENT

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 9, 2024

First registration

Dec 17, 2021

Dual registered

no

Other names

Bianca Sophie San|BIANCA S SAN

IAPD individual key

6978728

• Occurred

  Jul 1, 2025
  Advisor changed firm

  Bianca Sophie San left Cassaday & Company, Inc. for Monument Wealth Management (registered 2025-07-15)

  Form ADVobserved 4 days ago
• Occurred

  Feb 10, 2023
  Advisor changed firm

  Bianca Sophie San left Amj Financial Wealth Management Llc for Cassaday & Company, Inc. (registered 2023-07-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bebefc4c-bd97-e063-9a69-fb7033e73f81

First observed

Dec 17, 2021

Last observed

Sep 14, 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.