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

FORUM FINANCIAL MANAGEMENT, LP

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

Jan 18, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jan 18, 2005

First registration

Aug 11, 2023

Dual registered

no

Other names

TATYANA NADEYEVA|TATIANA NADEEV|TATYANA ALEXSANDRA NADEYEVA|TATYANA ALEXSANDRA NADEEV|TATIANA ALEXSANDRA NADEEV

IAPD individual key

4867152

• Occurred

  May 28, 2024
  Advisor changed firm

  Tatiana Aleksandra Sunik left Mariner for Forum Financial Management, Lp (registered 2026-01-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7189eda8-9912-3434-6357-1e2954508ca5

First observed

Aug 11, 2023

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.