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

ALLWORTH FINANCIAL, L.P.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Jul 1, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom 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

Personal Financial Specialist

Exams

S65|S63

First exam

Jul 1, 2002

First registration

Aug 6, 2002

Dual registered

no

IAPD individual key

4572238

• Occurred

  Aug 21, 2026
  Advisor changed firm

  Jason Christopher Llewellyn left Holistic Financial Partners, Llc for Allworth Financial, L.P. (registered 2026-08-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ebf96bab-ccdf-3a42-2a83-71fcf867ab89

First observed

Aug 6, 2002

Last observed

Sep 17, 2026 2 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.