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

CORIENT

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

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

May 19, 2019

First registration

Jul 11, 2019

Dual registered

no

Other names

Dylan Chase McDowell|Dylan McDowell

IAPD individual key

7059939

• Occurred

  Jul 21, 2023
  Advisor changed firm

  Dylan Chase Mcdowell left Avalon Investment & Advisory for Corient (registered 2023-05-02)

  Form ADVobserved 4 days ago
• Occurred

  May 2, 2022
  Advisor changed firm

  Dylan Chase Mcdowell left Lpl Financial Llc for Avalon Investment & Advisory (registered 2022-05-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:da279d02-a5a7-d65a-8ef8-79e9fc513f93

First observed

Jul 11, 2019

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.