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

ARGENT RETIREMENT PLAN ADVISORS, LLC

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Dec 21, 2021

First registration

Mar 11, 2022

Dual registered

no

Other names

Whitney Shane Pebsworth|Whitney Shane Whitekiller|Whitney Jones|Whitney Shane Jones

IAPD individual key

6776293

• Occurred

  Sep 11, 2025
  Advisor changed firm

  Whitney Shane Blocker left Relation Wealth Management, Inc. for Argent Retirement Plan Advisors, Llc (registered 2025-09-12)

  Form ADVobserved 4 days ago
• Occurred

  Jul 1, 2024
  Advisor changed firm

  Whitney Shane Blocker left Kestra Advisory Services, Llc for Relation Wealth Management, Inc. (registered 2024-07-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e78c656d-d135-e805-5e8e-74c387921212

First observed

Mar 11, 2022

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.