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

LUTZ FINANCIAL

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

Dec 1, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Oct 18, 2018

First registration

Oct 19, 2018

Dual registered

no

Other names

ADRIANE LINETTE STONE|ADRIANE OHLSON|ADRIANE LINETTE OHLSON

IAPD individual key

4621896

• Occurred

  Jun 13, 2024
  Advisor changed firm

  Adriane Linette Washburn left Edward Jones for Lutz Financial (registered 2024-06-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f6a6c9d1-837f-acff-6c75-e406989c1fb3

First observed

Oct 19, 2018

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.