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

PINKERTON WEALTH PARTNERS

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 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

Jul 15, 2023

First registration

Jul 19, 2023

Dual registered

yes, broker-dealer

Other names

SHERI M ROBELLO|SHERI MR CABRAL

IAPD individual key

5383929

• Occurred

  Nov 6, 2024
  Advisor changed firm

  Sheri Mahealani Robello Cabral left Cambridge Investment Research Advisors, Inc. for Pinkerton Wealth Partners (registered 2024-11-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:881b68a8-3716-dbc3-65a7-5ee49961912d

First observed

Jul 19, 2023

Last observed

Sep 15, 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.