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

POINTER FINANCIAL ADVISORS LLC

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

Jul 14, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jul 14, 1994

First registration

Mar 31, 1999

Dual registered

no

IAPD individual key

2521026

• Occurred

  Jul 27, 2023
  Advisor changed firm

  Timothy Nicholas Mudd left Chesapeake Financial Advisors for Pointer Financial Advisors Llc (registered 2023-09-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7015b8d7-4dbe-13d4-e395-b1dccaf4f23f

First observed

Mar 31, 1999

Last observed

Sep 14, 2026 5 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.