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

TRB WEALTH MANAGEMENT, LLC

Current firm class

other adviserderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 26, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 26, 2007

First registration

Mar 27, 2007

Dual registered

no

IAPD individual key

5221579

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c45175e3-9447-e713-b33a-a4900d870dac

First observed

Mar 27, 2007

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.