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

ALLEGHENY FINANCIAL 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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 25, 2024

First registration

Feb 5, 2024

Dual registered

no

Other names

Caleb Boy

IAPD individual key

7121484

• Occurred

  May 19, 2026
  Advisor changed firm

  Caleb Robert David Boy left Key Investment Services Llc for Allegheny Financial Group (registered 2026-05-28)

  Form ADVobserved 5 days ago
• Occurred

  Jan 5, 2026
  Advisor changed firm

  Caleb Robert David Boy left Newedge Advisors for Key Investment Services Llc (registered 2026-01-07)

  Form ADVobserved 5 days ago
• Occurred

  Dec 1, 2025
  Advisor changed firm

  Caleb Robert David Boy left Raymond James Financial Services Advisors, Inc for Newedge Advisors (registered 2025-12-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7bdb6d7d-2b5a-a21b-14cb-07b2a6a90c84

First observed

Feb 5, 2024

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.