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

ENTREWEALTH

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, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Sep 9, 2014

First registration

Oct 10, 2014

Dual registered

no

IAPD individual key

6369762

• Occurred

  Jul 18, 2023
  Advisor changed firm

  John Michael Gambone left Vital Capital Llc for Entrewealth (registered 2023-07-20)

  Form ADVobserved 6 days ago
• Occurred

  Aug 19, 2022
  Advisor changed firm

  John Michael Gambone left The Ascent Group, Llc for Vital Capital Llc (registered 2022-10-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f89d3b5c-2094-8afc-1bfc-7e58398dbbe6

First observed

Oct 10, 2014

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.