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

CSENGE ADVISORY GROUP, 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 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

May 17, 2007

First registration

May 24, 2007

Dual registered

yes, broker-dealer

Other names

STEPHANIE M FLATT|STEPHANIE Michelle FLATT|STEPHANIE M BALLARD|STEPHANIE Michelle BALLARD

IAPD individual key

4584979

• Occurred

  Mar 27, 2025
  Advisor changed firm

  Stephanie Michelle Flatt left Compass Advisory Partners Llc for Csenge Advisory Group, Llc (registered 2022-06-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d6bf9e82-8760-1146-7811-d9ec8f6f9de9

First observed

May 24, 2007

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.