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

CHANCELLOR FINANCIAL GROUP WB LP

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

Aug 1, 1980earliest registration or exam on IAPD

Years in industry

46derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 1, 1980

Dual registered

no

Other names

JIM GOODHART

IAPD individual key

712174

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2b8b09ba-de5c-beb9-5fcd-d2c780181538

First observed

Aug 1, 1980

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.