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

PANDOWEALTH. LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Apr 28, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65

First exam

Sep 9, 2005

First registration

Apr 28, 2003

Dual registered

no

Other names

DONALD WINFRED WILSON|DON WILSON

IAPD individual key

3062301

• Occurred

  Apr 20, 2023
  Advisor changed firm

  Donald Winfred Wilson left Corient for Pandowealth. Llc (registered 2024-06-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ea5f8bc3-e181-8d47-4fc9-c8bd1e7de7cb

First observed

Apr 28, 2003

Last observed

Sep 15, 2026 5 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.