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

AKM ADVISORY

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 30, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65|S63

First exam

Dec 30, 1993

First registration

Oct 28, 2008

Dual registered

no

IAPD individual key

2413996

Graph

RIA / Wealth Management

Canonical id

dfx:ria:69934afa-680d-2bed-a145-3f2f72e92a83

First observed

Oct 28, 2008

Last observed

Sep 17, 2026 3 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.