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

THE SHERRY GROUP, 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

Oct 1, 1997earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

18derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Oct 5, 1998

First registration

Aug 7, 2000

Dual registered

yes, broker-dealer

IAPD individual key

3130697

Graph

RIA / Wealth Management

Canonical id

dfx:ria:214f466b-79f5-d168-a125-e4adbc387d09

First observed

Aug 7, 2000

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.