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

LIFETIME FINANCIAL, INC.

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

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Jun 15, 2021

First registration

Jul 29, 2021

Dual registered

no

Other names

Jamie Rossi

IAPD individual key

7409166

• Occurred

  Dec 22, 2025
  Advisor changed firm

  James Matthew Rossi left Iams Wealth Management, Llc for Lifetime Financial, Inc. (registered 2026-03-03)

  Form ADVobserved 6 days ago
• Occurred

  Nov 8, 2022
  Advisor changed firm

  James Matthew Rossi left Kinetic Investment Management, Inc. for Iams Wealth Management, Llc (registered 2023-11-28)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:38cd8486-0935-88fe-b527-b42aa5e640db

First observed

Jul 29, 2021

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.