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

GILPIN 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

Feb 22, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63|S65

First exam

Feb 22, 1999

First registration

Jan 5, 2004

Dual registered

no

Other names

WILLIAM HOWARD SHRIVER

IAPD individual key

3176403

• Occurred

  Apr 9, 2024
  Advisor changed firm

  William Howard Shriver left Shriver Investments for Gilpin Wealth Management Llc (registered 2023-09-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ca0a53ae-a3f0-d9cb-79ce-d41ede6f400d

First observed

Jan 5, 2004

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.