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

BALANCE WEALTH

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

Mar 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Sep 16, 2017

First registration

Sep 18, 2017

Dual registered

no

IAPD individual key

6827381

• Occurred

  Mar 24, 2026
  Advisor changed firm

  Shaun Thomas Carney left Agdeavor Investments for Balance Wealth (registered 2025-05-06)

  Form ADVobserved 6 days ago
• Occurred

  Mar 24, 2026
  Advisor changed firm

  Shaun Thomas Carney left Bolt Financial Group, Inc for Agdeavor Investments (registered 2019-01-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:efa73f5f-8148-b7a1-5ac7-07e1a74582fb

First observed

Sep 18, 2017

Last observed

Sep 15, 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.