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

EMERALD ASSET MANAGEMENT, 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

Jan 8, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Jan 8, 1992

First registration

Dec 15, 2000

Dual registered

no

Other names

JAMES B THARIN

IAPD individual key

2187988

Graph

RIA / Wealth Management

Canonical id

dfx:ria:66eef1bf-ec89-db4e-b3d0-d27f8215ee21

First observed

Dec 15, 2000

Last observed

Sep 14, 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.