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RIA / WealthAdvisorCertified Financial Planner12 years in industry

WILLIAM DANIEL ALLEN

Advisor at RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN

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:c0e795a3-936f-d97b-1cf9-2de89e33fbb6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Nov 8, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

William Daniel Allen

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RED DOOR WEALTH MANAGEMENT, 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: Nov 8, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Nov 8, 2013
First registration: Nov 8, 2013
Dual registered: no
Other names: DANIEL ALLEN
IAPD individual key: 6236635

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
RED DOOR WEALTH MANAGEMENT, LLC	Independent wealth	Jul 9, 2015	n/a	yes	MEMPHIS, TN	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 8, 2013	Aug 14, 2015	no	MEMPHIS, TN	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
LPL FINANCIAL LLC	RED DOOR WEALTH MANAGEMENT, LLC	Aug 14, 2015	Jul 9, 2015	-36	Firm change after gap	Other

Relationships

Registered with (2)

→ RED DOOR WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 9, 2015 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 8, 2013 to Aug 14, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0e795a3-936f-d97b-1cf9-2de89e33fbb6
First observed: Nov 8, 2013
Last observed: Sep 14, 2026 6 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.

WILLIAM DANIEL ALLEN

Advisor at RED DOOR WEALTH MANAGEMENT, LLC

MEMPHIS, TN

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:c0e795a3-936f-d97b-1cf9-2de89e33fbb6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RED DOOR WEALTH MANAGEMENT, LLC

Independent wealth

Jul 9, 2015

n/a

yes

MEMPHIS, TN

Current employment

LPL FINANCIAL LLC

Bd affiliated wealth

Nov 8, 2013

Aug 14, 2015

MEMPHIS, TN

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

LPL FINANCIAL LLC

RED DOOR WEALTH MANAGEMENT, LLC

Aug 14, 2015

Jul 9, 2015

-36

Firm change after gap

Other