DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Alexander Carson Wolfe
Certified Financial Planner
Feed of 09/14/2026
Also filed as Alex Carson Wolfe
At current firm
3 y
since Aug 15, 2023
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Base Wealth Management independent RIA currentsince Aug 15, 2023 · Lakewood Ranch, Fl
- Fourthought Financial Partners, LLC. independent RIANov 9, 2022 to Jul 10, 2023 · Venice, Fl
- Fourthought Private Wealth formerMar 4, 2022 to Dec 9, 2022 · Venice, Fl
- Fidelity Personal And Workplace Advisors formerNov 15, 2018 to Oct 18, 2021 · Westlake, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fourthought Financial Partners, LLC. to Base Wealth Managementleft Jul 10, 2023, registered Aug 15, 2023 (36 days) · RIA to RIA
- Fourthought Private Wealth to Fourthought Financial Partners, LLC.left Dec 9, 2022, registered Nov 9, 2022 (-30 days) · RIA to a newly registered adviser · moved with a team
- Fidelity Personal And Workplace Advisors to Fourthought Private Wealthleft Oct 18, 2021, registered Mar 4, 2022 (137 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Alexander Carson Wolfe left Fourthought Financial Partners, Llc. for Base Wealth Management (registered 2023-08-15)Jul 10, 2023 · Advisor changed firm · fact
- Alexander Carson Wolfe left Fourthought Private Wealth for Fourthought Financial Partners, Llc. (registered 2022-11-09)Dec 9, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address