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

LIBRA WEALTH 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

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Feb 11, 2021

First registration

Feb 12, 2021

Dual registered

no

IAPD individual key

7282455

• Occurred

  Jun 27, 2025
  Advisor changed firm

  Stephen Moorman left Consolidated Portfolio Review Corp for Libra Wealth Llc (registered 2025-08-12)

  Form ADVobserved 6 days ago
• Occurred

  Aug 4, 2022
  Advisor changed firm

  Stephen Moorman left Planmember Securities Corporation for Consolidated Portfolio Review Corp (registered 2023-01-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f58c918c-02dd-aa0b-2844-843a36628c45

First observed

Feb 12, 2021

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.