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

ELEGACY FINANCIAL, LLC

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

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Apr 2, 2021

First registration

Jun 22, 2021

Dual registered

no

Other names

Jeff Crandall|Jeffrey Crandall|Jeffery John Crandall|Jeffery John Crandall

IAPD individual key

7396284

• Occurred

  Oct 2, 2024
  Advisor changed firm

  Jeffery John Crandall left Cavu Wealth Management for Elegacy Financial, Llc (registered 2022-01-24)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7e5b8fd3-ef4e-31f4-ed08-4b9f02f49326

First observed

Jun 22, 2021

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.