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

CENTURA WEALTH ADVISORY

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

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jan 13, 2022

First registration

Jul 21, 2023

Dual registered

no

Other names

Jacob Shiffrin

IAPD individual key

7772204

• Occurred

  Apr 25, 2025
  Advisor changed firm

  Jacob Ryan Shiffrin left Truenorth Wealth for Centura Wealth Advisory (registered 2024-11-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8bf3a444-6d11-0089-026d-5f486c7bae53

First observed

Jul 21, 2023

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.