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

BFC PLANNING, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 17, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Feb 17, 1986

First registration

Feb 16, 2010

Dual registered

yes, broker-dealer

IAPD individual key

1430822

• Occurred

  Aug 10, 2023
  Advisor changed firm

  Michael Patrick Butterworth left Sagepoint Financial, Inc. for Bfc Planning, Inc. (registered 2023-08-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5cc7e120-8cbd-38a6-2bc7-cffab27e93b5

First observed

Feb 16, 2010

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.