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

TOBIAS FINANCIAL 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

Nov 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom 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

First registration

Aug 26, 2019

Dual registered

no

IAPD individual key

6524308

• Occurred

  Feb 7, 2025
  Advisor changed firm

  Chad Williamson left Mariner for Tobias Financial Advisors (registered 2025-03-05)

  Form ADVobserved 6 days ago
• Occurred

  Jan 11, 2022
  Advisor changed firm

  Chad Williamson left Koa Wealth Management, Llc for Mariner (registered 2022-01-21)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:feee37d8-c181-4ff1-6700-5e4fa2760531

First observed

Aug 26, 2019

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.