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

TEMPLETON FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

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

Industry start

Mar 8, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 8, 1996

Dual registered

no

Other names

Steve A Templeton|Steven A Templeton

IAPD individual key

2716490

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb64787c-9094-33c1-758a-b2a180a77ec5

First observed

Mar 8, 1996

Last observed

Sep 14, 2026 7 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.