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

CALM RIVER CAPITAL LLC

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

Jan 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Exams

S65

First exam

Aug 29, 2017

First registration

Jan 17, 2018

Dual registered

no

IAPD individual key

5000497

• Occurred

  Jan 16, 2024
  Advisor changed firm

  David M Winer left Access Wealth Management, Inc. for Calm River Capital Llc (registered 2024-01-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ee3e71de-690d-8eda-3e42-258d095512fb

First observed

Jan 17, 2018

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.