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

CPC FINANCIAL PLANNING, INC

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

Jul 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

10derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

2

Exams

S66

First exam

Jun 30, 2015

First registration

Jul 7, 2015

Dual registered

yes, broker-dealer

IAPD individual key

4682353

Graph

RIA / Wealth Management

Canonical id

dfx:ria:69f82848-d4eb-9d20-25db-644fa6f161c2

First observed

Jul 7, 2015

Last observed

Sep 14, 2026 7 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.