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

BASEPOINT WEALTH, LLC

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

Aug 29, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 29, 1991

First registration

Jan 2, 2019

Dual registered

no

Other names

RON DETWEILER

IAPD individual key

1899207

• Occurred

  Jan 23, 2023
  Advisor changed firm

  Ronald Lee Detweiler left Avantax Planning Partners, Inc. for Basepoint Wealth, Llc (registered 2024-02-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c0b291ea-bb98-9061-8e6f-3ead414ab044

First observed

Jan 2, 2019

Last observed

Sep 14, 2026 7 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.