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

ME FINANCIAL, PLLC

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

Aug 17, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

19derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Aug 17, 2004

First registration

Sep 22, 2005

Dual registered

no

Other names

MICHELE EVARD|MICHELLE EVARD|MICHELLE EVARD MOSES|MICHELLE LYNN EVARD|MICHELLE LYNN MOSES

IAPD individual key

4836249

• Occurred

  Dec 2, 2025
  Advisor departed, no destination yet

  Michelle Evard Moses no longer registered at Innovative Advisory Group; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dc537f30-3be9-cd0b-6a85-8efe38a0e388

First observed

Sep 22, 2005

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.