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

CATOCTIN RIDGE WEALTH PARTNER

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

Oct 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Oct 17, 2016

First registration

Sep 22, 2020

Dual registered

yes, broker-dealer

Other names

David Joseph Rectenwald

IAPD individual key

6689335

• Occurred

  May 1, 2025
  Advisor changed firm

  David Rectenwald left Grove Point Advisors, Llc for Catoctin Ridge Wealth Partner (registered 2024-11-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:db5b175b-9a47-a909-6494-3632e2d3edfb

First observed

Sep 22, 2020

Last observed

Sep 14, 2026 6 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.