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

CHARMARLINE WEALTH MANAGEMENT

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

Sep 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S65

First exam

Sep 22, 2006

First registration

Aug 29, 2013

Dual registered

no

Other names

Geoff Sirhal|GEOFFREY C SIRHAL

IAPD individual key

5123832

• Occurred

  Feb 11, 2025
  Advisor changed firm

  Geoffrey Collagan Sirhal left Blackrock Financial Management, Inc for Charmarline Wealth Management Llc (registered 2025-03-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:34f295ce-a2bf-bf08-ee72-131f29826a85

First observed

Aug 29, 2013

Last observed

Sep 15, 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.