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

REMOTE FINANCIAL PLANNER, LLC

Current firm class

state registeredderived

Book size

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

Industry start

Jun 12, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S66

First exam

Jun 12, 2014

First registration

Jun 23, 2014

Dual registered

no

Other names

DAVID FRANKLIN JACOBY|DAVID FRANKLIN JACOBY

IAPD individual key

6315741

Graph

RIA / Wealth Management

Canonical id

dfx:ria:35d93253-ccd7-340d-4547-618739f50229

First observed

Jun 23, 2014

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.