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

PREMIER ESTATE PLANNERS, 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, 1982earliest registration or exam on IAPD

Years in industry

44derivedfrom the industry start date

Years at current firm

14derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Aug 2, 1983

First registration

Sep 14, 2022

Dual registered

no

IAPD individual key

1091453

• Occurred

  May 14, 2025
  Advisor departed, no destination yet

  Thomas Roy Mazza no longer registered at Secure Asset Management, L.L.C.; no later IA registration on IAPD

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:deae0155-7cff-0f58-e55f-f717b0db8173

First observed

Sep 14, 2022

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.