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

MONTIS 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

Oct 12, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S63

First exam

Oct 12, 1993

First registration

Aug 13, 2002

Dual registered

no

IAPD individual key

2400603

• Occurred

  Mar 24, 2025
  Advisor changed firm

  Denis Colin Higgins left Ewm Wealth Management Llc for Montis Financial, Llc (registered 2025-03-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4ad3bf44-1252-1761-48b4-fea592f6ef0b

First observed

Aug 13, 2002

Last observed

Sep 14, 2026 7 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.