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

WELLFULL

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, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 5, 2000

First registration

Feb 27, 2001

Dual registered

no

Other names

LISA LEATHERMAN BAUM|LISA RENAE BAUM

IAPD individual key

4251091

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df6036ea-e8bd-50c5-7d4e-7ab800bdbd50

First observed

Feb 27, 2001

Last observed

Sep 15, 2026 4 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.