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

FRANCIS FINANCIAL

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, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Dec 13, 2021

First registration

May 12, 2021

Dual registered

no

Other names

Allen Sakon

IAPD individual key

7339978

• Occurred

  Oct 26, 2023
  Advisor changed firm

  Brenda Allen Sakon left Chicory Wealth for Francis Financial (registered 2024-02-15)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:083bfbb1-ce04-76a8-12ba-60fda6afbeff

First observed

May 12, 2021

Last observed

Sep 14, 2026 6 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.