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

INTENTIONAL WEALTH PARTNERS

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

Feb 20, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Feb 20, 2004

First registration

Mar 9, 2016

Dual registered

no

IAPD individual key

4730785

• Occurred

  Nov 24, 2025
  Advisor changed firm

  Jennifer Suzzane Bush left Mainstreet Financial Planning, Inc. for Intentional Wealth Partners (registered 2025-12-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f09cfd52-ccb0-75b8-5737-6b9710f8c704

First observed

Mar 9, 2016

Last observed

Sep 14, 2026 7 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.