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

EXPAND FINANCIAL, LLC

Current firm class

institutional managerderived

Book size

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

Industry start

Apr 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

16derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Personal Financial Specialist

Exams

S66

First exam

Mar 20, 2006

First registration

Mar 13, 2008

Dual registered

no

Other names

SHERI ANNIS FORD

IAPD individual key

3257794

Graph

RIA / Wealth Management

Canonical id

dfx:ria:23f0c761-10c0-8ee4-8e31-53b9923a7d6f

First observed

Mar 13, 2008

Last observed

Sep 14, 2026 7 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.