SourcingSourcing

Designation Directories

Open source ↗
personua-headerquarterly

Public directories from professional designation issuers (CFP Board, Garrett Planning Network, NAPFA, IWI). Confirms credentials advisors claim on their ADV brochures and adds the credential as a separate signal.

Fields it produces (12)
designations_garrettdesignations_garrett_urldesignations_garrett_member_sincedesignations_acpdesignations_iwi_cimadesignations_iwi_cpwadesignations_iwi_rmadesignations_aicpa_pfsdesignations_fee_only_networkdesignations_combineddesignations_directory_countdesignations_pull_status

What this source actually pulls

6 examples
RONALD JAY FISHMAN
person · 1449240 · industry start 1986-09-08
9 fields
designations acp
No
designations aicpa pfs
No
designations directory count
0
designations fee only network
No
designations garrett
No
designations iwi cima
No
designations iwi cpwa
No
designations iwi rma
No
designations pull status
5 fields
IVAN ORLANDO HERNANDEZ
person · 2630822 · industry start 1998-05-26
9 fields
designations acp
No
designations aicpa pfs
No
designations directory count
0
designations fee only network
No
designations garrett
No
designations iwi cima
No
designations iwi cpwa
No
designations iwi rma
No
designations pull status
5 fields
TODD JAY LEVY
person · 2823604 · industry start 2006-12-19
9 fields
designations acp
No
designations aicpa pfs
No
designations directory count
0
designations fee only network
No
designations garrett
No
designations iwi cima
No
designations iwi cpwa
No
designations iwi rma
No
designations pull status
5 fields
MICHAEL SCOTT WAGNER
person · 4808259 · industry start 2009-07-29
9 fields
designations acp
No
designations aicpa pfs
No
designations directory count
0
designations fee only network
No
designations garrett
No
designations iwi cima
No
designations iwi cpwa
No
designations iwi rma
No
designations pull status
5 fields
GARY LEE SIMON
person · 5049096 · industry start 2015-05-16
9 fields
designations acp
No
designations aicpa pfs
No
designations directory count
0
designations fee only network
No
designations garrett
No
designations iwi cima
No
designations iwi cpwa
No
designations iwi rma
No
designations pull status
5 fields
EMMANUELLE MELISSA Banaszak
person · 5413940 · industry start 2010-06-27
9 fields
designations acp
No
designations aicpa pfs
No
designations directory count
0
designations fee only network
No
designations garrett
No
designations iwi cima
No
designations iwi cpwa
No
designations iwi rma
No
designations pull status
5 fields