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

ALLIANCE PRIVATE WEALTH, 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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Jul 29, 2024

Dual registered

no

Other names

Juan Ramon|Juan Ramon Soto|JD Ramon|Juan David Ramon

IAPD individual key

7795740

• Occurred

  Jul 1, 2025
  Advisor changed firm

  Juan David Ramon Soto left Commonwealth Financial Network for Alliance Private Wealth, Llc (registered 2025-08-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e40e8986-c42b-fd51-e27d-463e70552676

First observed

Jul 29, 2024

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.