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

ERNST & YOUNG INVESTMENT ADVISERS LLP

Current firm class

no raum reportedderived

Book size

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

Industry start

Jan 17, 1995earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

26derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jan 17, 1995

First registration

Jun 18, 2002

Dual registered

no

IAPD individual key

2578152

• Occurred

  Feb 1, 2023
  Advisor changed firm

  Bryan Dean Clintsman left Clintsman Financial Planning for Buckingham Strategic Wealth, Llc (registered 2023-02-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:12d6aa86-27fc-cf8c-9de9-2a178728529b

First observed

Jun 18, 2002

Last observed

Sep 15, 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.