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

NVEST FINANCIAL, LLC

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 16, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

18derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 16, 1996

First registration

Jun 6, 2003

Dual registered

yes, broker-dealer

Other names

NICHOLE DEMETRIA FANJOY|NICHOLE D FANJOY|NICHOLE DEMETRIA DUROCHER|NICHOLE DEMETRIA DUROCHER

IAPD individual key

2685964

• Occurred

  Feb 28, 2022
  Advisor changed firm

  Nichole Demetria Raftopoulos left Commonwealth Financial Network for Nvest Financial, Llc (registered 2008-02-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3dfe85f2-b20a-8fb7-4beb-7f4f28d722b5

First observed

Jun 6, 2003

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.