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

PARKWOODS WEALTH PARTNERS, 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

Jan 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom 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

Personal Financial Specialist

Exams

S65

First exam

Sep 26, 2002

First registration

Nov 6, 2002

Dual registered

no

Other names

JAY BUMBALOUGH

IAPD individual key

4561433

• Occurred

  Dec 10, 2025
  Advisor changed firm

  Robert Jay Bumbalough left Shoreline Wealth Advisors for Parkwoods Wealth Partners, Llc (registered 2025-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:61d65e55-35bb-9c31-798e-16a2616c44c7

First observed

Nov 6, 2002

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.