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

PARKWOODS WEALTH PARTNERS, 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

Feb 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 1, 2019

First registration

Jul 1, 2019

Dual registered

no

IAPD individual key

7075937

• Occurred

  Feb 24, 2026
  Advisor changed firm

  Cole William Wheeler left Linscomb Wealth, Inc. for Parkwoods Wealth Partners, Llc (registered 2026-02-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c94bd6f1-cbb7-9962-8d38-1c90c0ced8d3

First observed

Jul 1, 2019

Last observed

Sep 18, 2026 41 h 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.