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

BT FINANCIAL SERVICES LLC

Current firm class

state registeredderived

Book size

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

Industry start

Dec 20, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S65

First exam

Dec 20, 1999

First registration

Jul 23, 2003

Dual registered

no

IAPD individual key

4652067

• Occurred

  Jul 28, 2022
  Advisor changed firm

  Jeffrey Joseph Call left Bt Wealth Management, Llc for Bt Financial Services Llc (registered 2022-09-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1f911738-3f18-225c-e6fa-da2cc4bfa57a

First observed

Jul 23, 2003

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.