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

RIDGEPOINT WEALTH ADVISORS LLC

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

Oct 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jan 15, 2014

First registration

Jan 15, 2014

Dual registered

no

Other names

WILLIAM ROBERT PFEIFFER

IAPD individual key

6129107

• Occurred

  Dec 31, 2022
  Advisor changed firm

  William Robert Pfeiffer left New England Guild Wealth Advisors, Inc. for Ridgepoint Wealth Advisors Llc (registered 2023-02-23)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e2d98640-e7d3-bf3c-9dc1-6470ffd65168

First observed

Jan 15, 2014

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.