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

CYNDEO 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

Dec 3, 2004earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 3, 2004

First registration

Dec 8, 2004

Dual registered

no

Other names

SHAWN JILES

IAPD individual key

4861379

• Occurred

  Sep 9, 2024
  Advisor changed firm

  Shawn Patrick Jiles left Bison Wealth, Llc for Cyndeo Wealth Partners (registered 2024-08-30)

  Form ADVobserved 6 days ago
• Occurred

  May 23, 2022
  Advisor changed firm

  Shawn Patrick Jiles left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Bison Wealth, Llc (registered 2022-05-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:98a3af68-08a6-e7cb-2570-9603bb52220a

First observed

Dec 8, 2004

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.