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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)24 years in industry

STEVEN (SHLOMO) JEREMY HOFFMAN

Advisor at KCD FINANCIAL, INC.

GREEN BAY, WI | RAMAT BEIT SHEMESH | Ramat Beit Shemesh

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Search this name across graphsid dfx:ria:2840a232-24f4-ce58-82fb-bd76152de50e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 6, 2009 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KCD FINANCIAL, 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: Feb 13, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Feb 13, 2002
First registration: Feb 6, 2009
Dual registered: yes, broker-dealer
Other names: SHLOMO HOFFMAN|STEVEN J HOFFMAN|STEVEN JEREMY HOFFMAN
IAPD individual key: 4228068

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KCD FINANCIAL, INC.	Independent wealth	Jan 3, 2024	n/a	yes	Ramat Beit Shemesh\|GREEN BAY, WI\|RAMAT BEIT SHEMESH	Current employment
FOURSTAR WEALTH ADVISORS, LLC	Independent wealth	Aug 30, 2023	Jan 10, 2024	no	BRIGHTON, MA\|CHICAGO, IL	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jul 6, 2015	Aug 16, 2023	no	WELLESLEY HILLS, MA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 6, 2009	Jul 7, 2015	no	WELLESLEY, MA\|BRIGHTON, MA\|WESTBOROUGH, MA\|BRIGHTON, MA\|CHARLOTTE, NC\|SHREWSBURY, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FOURSTAR WEALTH ADVISORS, LLC	KCD FINANCIAL, INC.	Jan 10, 2024	Jan 3, 2024	-7	Firm change	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	FOURSTAR WEALTH ADVISORS, LLC	Aug 16, 2023	Aug 30, 2023	14	Firm change	Ibd to RIA
LPL FINANCIAL LLC	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Jul 7, 2015	Jul 6, 2015	-1	Firm change	Other

Relationships

Registered with (4)

→ KCD FINANCIAL, INC.Registered adviserregistration: current employment
Jan 3, 2024 to presentfactForm ADV
→ FOURSTAR WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 30, 2023 to Jan 10, 2024factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jul 6, 2015 to Aug 16, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 6, 2009 to Jul 7, 2015factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
Steven (Shlomo) Jeremy Hoffman left Fourstar Wealth Advisors, Llc for Kcd Financial, Inc. (registered 2024-01-03)
Form ADVobserved 4 days ago
Occurred
Aug 16, 2023
Advisor changed firm
Steven (Shlomo) Jeremy Hoffman left Cambridge Investment Research Advisors, Inc. for Fourstar Wealth Advisors, Llc (registered 2023-08-30)
Form ADVobserved 4 days ago