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

ADVICE AND PLANNING SERVICES

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

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Mar 14, 2016

First registration

Jun 25, 2021

Dual registered

yes, broker-dealer

Other names

LARA CHRISTINE MAYHEW|Lara Mayhew

IAPD individual key

6141927

• Occurred

  Jul 15, 2022
  Advisor changed firm

  Lara Christine Mayhew left Fidelity Personal And Workplace Advisors for Advice And Planning Services (registered 2022-07-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ef7826d6-8bea-e09c-fbb7-d693d2721234

First observed

Jun 25, 2021

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.