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

ENVISION FINANCIAL PLANNING, LLC

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

Sep 4, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Sep 4, 2009

First registration

Oct 25, 2012

Dual registered

no

Other names

CLAY CHAPMAN

IAPD individual key

5688649

• Occurred

  Jul 1, 2022
  Advisor changed firm

  Clayton Joseph Chapman left Commonwealth Financial Network for Envision Financial Planning, Llc (registered 2022-06-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ec68cbe6-507e-2dda-9d56-bcd98e21d53c

First observed

Oct 25, 2012

Last observed

Sep 14, 2026 6 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.