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

BROADVIEW WEALTH PARTNERS

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

Jan 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 4, 2005

First registration

Jan 1, 1999

Dual registered

no

Other names

JAMIE LYN EVERETT|JAMIE LYN DUGGAN

IAPD individual key

2830866

• Occurred

  Oct 2, 2025
  Advisor changed firm

  Jamie Lyn Sladky left Raymond James Financial Services Advisors, Inc for Broadview Wealth Partners (registered 2025-08-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3fefc039-63e5-8131-ca2e-28b3e85399d5

First observed

Jan 1, 1999

Last observed

Sep 14, 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.