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

EVERGREEN PRIVATE 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

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 21, 2017

First registration

Oct 18, 2018

Dual registered

no

Other names

DUSTIN SCHICK

IAPD individual key

5191424

• Occurred

  Jul 5, 2023
  Advisor changed firm

  Dustin Kyle Schick left Independent Financial Partners for Evergreen Private Wealth (registered 2023-02-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ce9f66fc-2ddc-5630-b700-b5cef07a4f21

First observed

Oct 18, 2018

Last observed

Sep 14, 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.