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

DMK ADVISOR GROUP, 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

Nov 1, 1994earliest registration or exam on IAPD

Years in industry

31derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Nov 1, 1994

First registration

Feb 22, 2023

Dual registered

yes, broker-dealer

Other names

DAVID WILLIAM LAMONT|David Lamont

IAPD individual key

2550451

• Occurred

  Feb 8, 2024
  Advisor changed firm

  David William Lamont left Silver Oak Securities, Inc. for Dmk Advisor Group, Inc. (registered 2026-01-26)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:48ae0435-cf5f-7cf6-bfbe-700faedac1de

First observed

Feb 22, 2023

Last observed

Sep 14, 2026 5 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.