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

CENTER FOR FINANCIAL PLANNING 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

Jun 7, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jun 7, 2012

First registration

Aug 13, 2012

Dual registered

yes, broker-dealer

Other names

MALLORY LYNN MARTIN

IAPD individual key

4975275

• Occurred

  Mar 12, 2026
  Advisor changed firm

  Mallory Lynn Hunt left Raymond James Financial Services Advisors, Inc for Center For Financial Planning Inc (registered 2026-02-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6123252d-20fa-3e59-3851-eb66b51605da

First observed

Aug 13, 2012

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.