DFX Intelligence

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

PIVOTAL FINANCIAL SERVICES, INC.

CRD 143846

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:685b03d0-8583-d55c-628d-8d47358d1831

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 9, 2026 to Feb 9, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Pivotal Financial Services, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $13.8MItem 5.F on the latest filing (2026-02-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $13.8M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 11
Individual clients: 0
High net worth clients: 0
CRD: 143846
Filings on the tape: 1
First filed: Feb 9, 2026
Latest filed: Feb 9, 2026
Organised: Corporation, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CLARKE DAVID HEDRICK	Certified Financial Planner	Melville, NY	5	19	n/a	no

Relationships

Registered with (1)

← CLARKE DAVID HEDRICKAdvisorregistration: current employment
Feb 2, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:685b03d0-8583-d55c-628d-8d47358d1831
First observed: Feb 9, 2026
Last observed: Feb 9, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.

PIVOTAL FINANCIAL SERVICES, INC.

CRD 143846

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:685b03d0-8583-d55c-628d-8d47358d1831

Data as of Feb 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:15 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CLARKE DAVID HEDRICK

Certified Financial Planner

Melville, NY

n/a