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

BFC PLANNING, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 1, 1996earliest registration or exam on IAPD

Years in industry

30derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 9, 1996

Dual registered

yes, broker-dealer

Other names

JEFF THOMAS

IAPD individual key

2737704

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8af30ece-122e-e38a-7d67-1dd8defeb669

First observed

Apr 1, 1996

Last observed

Sep 14, 2026 5 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.