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

PRIVATE CLIENT SERVICES, LLC

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

Jan 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

2

Designations

Chartered Financial Analyst

Exams

S66

First exam

Mar 17, 2015

First registration

Feb 24, 2016

Dual registered

yes, broker-dealer

IAPD individual key

6197414

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Gabriel Ethan Levy left Raymond James Financial Services Advisors, Inc for Fiori Financial Group (registered 2022-12-16)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65bdc928-7c22-810c-c0b7-cd51177a8f73

First observed

Feb 24, 2016

Last observed

Sep 15, 2026 4 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.