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

STRAIGHTLINE

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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 8, 2019

First registration

Jul 12, 2019

Dual registered

no

Other names

ZACH RIVARD

IAPD individual key

7153866

• Occurred

  Nov 22, 2024
  Advisor changed firm

  Zachary D Rivard left Dbs Investment Advisers, Llc for Act Two Financial Advisors, Llc (registered 2021-07-01)

  Form ADVobserved 4 days ago
• Occurred

  Jan 2, 2024
  Advisor changed firm

  Zachary D Rivard left Act Two Financial Advisors, Llc for Straightline (registered 2024-11-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf643917-cafe-b514-2bd8-6d32c2791077

First observed

Jul 12, 2019

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.