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

BIRCHCREEK WEALTH MANAGEMENT, LLC

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

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Mar 25, 2022

First registration

Mar 28, 2022

Dual registered

no

Other names

Jansen Kelly Davisdon|Jansen Kelly Davisdon

IAPD individual key

7454804

• Occurred

  Aug 20, 2026
  Advisor changed firm

  Jansen Kelly Davidson left Soltis Investment Advisors, Llc for Birchcreek Wealth Management, Llc (registered 2026-08-14)

  Form ADVobserved 6 days ago
• Occurred

  Aug 12, 2026
  Advisor changed firm

  Jansen Kelly Davidson left Artifex Financial Group, Llc for Soltis Investment Advisors, Llc (registered 2026-06-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:06227f04-6feb-bd74-7dd4-3e3bad633e9b

First observed

Mar 28, 2022

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.