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

HCR WEALTH ADVISORS

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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 1, 2015

First registration

Dec 1, 2015

Dual registered

no

IAPD individual key

6530995

• Occurred

  Jun 5, 2024
  Advisor changed firm

  Stacey Panenhanouvong left Validus Capital Llc for Hcr Wealth Advisors (registered 2024-06-06)

  Form ADVobserved 4 days ago
• Occurred

  Sep 23, 2022
  Advisor changed firm

  Stacey Panenhanouvong left Charles Schwab & Co., Inc. for Validus Capital Llc (registered 2023-04-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f5d9dd7e-c296-4c7e-85ef-61a2125af2a6

First observed

Dec 1, 2015

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.