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

MARTINWRIGHT ADVISORY, 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

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Feb 18, 2021

First registration

Jun 8, 2016

Dual registered

no

Other names

Margaret Elizabeth Champagne|MARGARET WRIGHT

IAPD individual key

6653692

• Occurred

  Feb 6, 2026
  Advisor changed firm

  Margaret Champagne Wright left Tru Independence Asset Management, Llc for Martinwright Advisory, Llc (registered 2026-02-09)

  Form ADVobserved 6 days ago
• Occurred

  Aug 4, 2025
  Advisor changed firm

  Margaret Champagne Wright left Truist Advisory Services, Inc. for Tru Independence Asset Management, Llc (registered 2025-11-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcc40731-1b9b-bd56-990d-4597aea1e1d3

First observed

Jun 8, 2016

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.