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

VEST FINANCIAL LLC

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 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

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Apr 14, 2016

First registration

Jul 25, 2016

Dual registered

yes, broker-dealer

IAPD individual key

6530127

• Occurred

  Aug 14, 2024
  Advisor changed firm

  Nicholas David Sherrill left Capital Client Group, Inc. for Vest Financial Llc (registered 2026-03-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0a1d7bb4-808c-4fa9-0b8b-c3c8b044a4c8

First observed

Jul 25, 2016

Last observed

Sep 15, 2026 4 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.