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

WINTHROP WEALTH

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

Apr 3, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 2, 2005

First registration

Apr 3, 2002

Dual registered

no

Other names

MARGARET AIMEE KEULER|M AIMEE HUFF|AIMEE KEULER|AIMEE HUFF|M AIMEE KEULER|MARGARET AIMEE HUFF|MARGARET AIMEE LLOYD|AIMÉE LLOYD|AIMÉE MARGARET LLOYD

IAPD individual key

4520285

• Occurred

  Dec 2, 2022
  Advisor changed firm

  Aimee Margaret Lloyd left Private Advisor Group, Llc for Winthrop Wealth (registered 2022-11-15)

  Form ADVobserved 5 days ago
• Occurred

  Oct 13, 2022
  Advisor changed firm

  Aimee Margaret Lloyd left Myicon for Private Advisor Group, Llc (registered 2013-12-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c4cea23c-cb6b-905e-87ad-100de7a421c3

First observed

Apr 3, 2002

Last observed

Sep 15, 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.