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

GRAPE MODERN WEALTH MANAGEMENT

Current firm class

state registeredderived

Book size

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

Industry start

Dec 1, 2010earliest registration or exam on IAPD

Years in industry

15derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Feb 20, 2012

First registration

Dec 3, 2013

Dual registered

no

Other names

ALEX NEWMAN|ALEX E NEWMAN|ALEXANDER NEWMAN

IAPD individual key

6015559

• Occurred

  May 17, 2022
  Advisor changed firm

  Alexander Elliott Newman left Wells Fargo Advisors for Grape Modern Wealth Management (registered 2022-05-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ec17e54b-2c42-d454-6e20-e79ce7f0acf7

First observed

Dec 3, 2013

Last observed

Sep 14, 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.