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

WMG FINANCIAL ADVISORS, 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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

May 2, 2015

First registration

Feb 21, 2018

Dual registered

no

Other names

JAMES MATTHEW DANNEL|JAMES MATT DANNEL

IAPD individual key

6440006

• Occurred

  Aug 2, 2022
  Advisor changed firm

  James Matthew Dannel left Raymond James Financial Services Advisors, Inc for Wmg Financial Advisors, Llc (registered 2022-11-30)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:075ad0f8-8783-bfa3-c777-6bdcdf2ac868

First observed

Feb 21, 2018

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.