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

ADVANCED 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

Sep 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S63|S65

First exam

Jun 27, 2011

First registration

Sep 5, 2012

Dual registered

yes, broker-dealer

Other names

JOSEPH MONTGOMERY GRIM III|JOSEPH M GRIM

IAPD individual key

5545016

Graph

RIA / Wealth Management

Canonical id

dfx:ria:72154680-bcc0-c151-0208-1592580c2c5e

First observed

Sep 5, 2012

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.