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

SHIKIAR ASSET MANAGEMENT INC

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

Jul 6, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S66|S63

First exam

Jul 6, 1995

First registration

Jul 10, 2003

Dual registered

no

Other names

LOCKWOOD TALMAGE SLOAN|LOCKWOOD TALMAGE SLOAN

IAPD individual key

2609023

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0e867441-0c52-e843-b273-2ca42bd44fee

First observed

Jul 10, 2003

Last observed

Sep 14, 2026 5 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.