DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

CORTNEY RYAN GILES

Advisor at ARCHSTONE WEALTH ADVISORS, LLC

CHANDLER, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0e23ea5-1b33-5b5e-5f74-ca75d0bdfc46

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 21, 2013 to Sep 14, 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: ARCHSTONE WEALTH ADVISORS, LLC
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: Nov 16, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 16, 2004
First registration: Jun 21, 2013
Dual registered: no
Other names: CORT RYAN GILES
IAPD individual key: 4854144

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
ARCHSTONE WEALTH ADVISORS, LLC	State registered	Oct 2, 2019	n/a	yes	CHANDLER, AZ	Current employment
RETIREMENT PLANNERS OF AMERICA	Independent wealth	Sep 26, 2014	Aug 13, 2019	no	SCOTTSDALE, AZ\|PLANO, TX\|Peoria, AZ\|Chandler, AZ\|Chandler, AZ	Previous registration
PIVOT FINANCIAL, LLC	n/a	Mar 26, 2014	Oct 3, 2014	no	CHANDLER, AZ	Previous registration
INDEX STRATEGY ADVISORS INC.	n/a	Jun 21, 2013	Apr 17, 2014	no	LOS ANGELES, CA	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
RETIREMENT PLANNERS OF AMERICA	ARCHSTONE WEALTH ADVISORS, LLC	Aug 13, 2019	Oct 2, 2019	50	Firm change	RIA to state RIA
PIVOT FINANCIAL, LLC	RETIREMENT PLANNERS OF AMERICA	Oct 3, 2014	Sep 26, 2014	-7	Firm change	Other
INDEX STRATEGY ADVISORS INC.	PIVOT FINANCIAL, LLC	Apr 17, 2014	Mar 26, 2014	-22	Firm change	Other

Relationships

Registered with (4)

→ ARCHSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Oct 2, 2019 to presentfactForm ADV
→ RETIREMENT PLANNERS OF AMERICARegistered adviserregistration: previous registration
Sep 26, 2014 to Aug 13, 2019factForm ADV
→ PIVOT FINANCIAL, LLCRegistered adviserregistration: previous registration
Mar 26, 2014 to Oct 3, 2014factForm ADV
→ INDEX STRATEGY ADVISORS INC.Registered adviserregistration: previous registration
Jun 21, 2013 to Apr 17, 2014factForm ADV

Dated events

No dated event names this entity yet.