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

KELMAN LAZAROV INC

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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Oct 4, 2019

First registration

Oct 7, 2019

Dual registered

yes, broker-dealer

Other names

Stephanie Turner|Stephanie Turner-Jones

IAPD individual key

6940618

• Occurred

  Apr 27, 2023
  Advisor changed firm

  Stephanie Lynn Goetsch left Raymond James Financial Services Advisors, Inc for Kelman Lazarov Inc (registered 2023-04-28)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:408aa0f0-f87f-fa6e-256b-eb9aed5c2045

First observed

Oct 7, 2019

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.