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

BRISTOL WEALTH GROUP

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

Dec 19, 1998earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S66

First exam

Dec 19, 1998

First registration

Jun 1, 2005

Dual registered

no

IAPD individual key

3048768

• Occurred

  Jun 28, 2024
  Advisor changed firm

  Carl Michael Begin left Raymond James Financial Services Advisors, Inc for Bristol Wealth Group (registered 2024-07-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a66c3ce-9341-d096-e326-a288ab00c0a0

First observed

Jun 1, 2005

Last observed

Sep 14, 2026 6 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.