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

ROCKWALL WEALTH MANAGEMENT

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, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Jul 26, 2017

First registration

Sep 11, 2018

Dual registered

no

Other names

JACE RAY HART|JACE HART

IAPD individual key

6817425

• Occurred

  Jun 3, 2026
  Advisor changed firm

  Jace Ray Hart left Leo Wealth, Llc for Rockwall Wealth Management (registered 2026-05-05)

  Form ADVobserved 6 days ago
• Occurred

  May 16, 2023
  Advisor changed firm

  Jace Ray Hart left Lpl Financial Llc for Leo Wealth, Llc (registered 2023-05-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e50ebc32-f475-12b2-c677-d708e09a6a3e

First observed

Sep 11, 2018

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.