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

LANDMARK 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

Aug 8, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Aug 8, 1990

First registration

Apr 22, 2021

Dual registered

no

IAPD individual key

2079254

• Occurred

  May 8, 2025
  Advisor changed firm

  Stuart Scott Lempert left Charles Schwab & Co., Inc. for Td Ameritrade, Inc. (registered 2022-02-09)

  Form ADVobserved 5 days ago
• Occurred

  Oct 14, 2022
  Advisor changed firm

  Stuart Scott Lempert left Td Ameritrade, Inc. for Landmark Wealth Management, Llc (registered 2025-06-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb0abe80-594b-d1d9-512a-e51565e31abf

First observed

Apr 22, 2021

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.