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

MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION

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

Nov 9, 1992earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Nov 9, 1992

First registration

Mar 9, 2015

Dual registered

no

Other names

ANTHEA MAY PERKINSON

IAPD individual key

1941735

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d0e678f5-2821-cc02-c1eb-8880e524d468

First observed

Mar 9, 2015

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.