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

WESTHILL FINANCIAL ADVISORS, INC.

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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Aug 12, 2019

First registration

Jan 8, 2021

Dual registered

no

Other names

SAMANTHA KEELER

IAPD individual key

7116371

• Occurred

  May 30, 2024
  Advisor changed firm

  Samantha Lain Keeler left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Westhill Financial Advisors, Inc. (registered 2024-06-13)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9e2d6380-3c3d-9a1e-09b1-6af17cd43c65

First observed

Jan 8, 2021

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.