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

RESEARCH FINANCIAL STRATEGIES

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 30, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

14derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Consultant

Exams

S66

First exam

Jul 30, 2002

First registration

May 17, 2004

Dual registered

no

Other names

JAMES BRIAN KING|BRIAN KING|J BRIAN KING

IAPD individual key

4544538

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1487c2c5-db30-c00b-71d7-5dfefa141106

First observed

May 17, 2004

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.