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

BOGART WEALTH, 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

Jul 28, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

4

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S66

First exam

Jul 28, 2007

First registration

Jul 30, 2007

Dual registered

no

IAPD individual key

5349230

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4e953a11-af5a-8912-48b8-b89de70a6e2b

First observed

Jul 30, 2007

Last observed

Sep 15, 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.