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

MCVITTIE FINANCIAL ADVISORS

Current firm class

state registeredderived

Book size

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

Industry start

Jan 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

18derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Mar 22, 2005

First registration

Mar 30, 2005

Dual registered

yes, broker-dealer

Other names

ELIZABETH SHANNON MCVITTIE

IAPD individual key

4920576

• Occurred

  Nov 3, 2023
  Advisor changed firm

  Elizabeth Leanora Mcvittie left Fsc Securities Corporation for Holm Investment Advisors (registered 2006-01-10)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9fef0ece-d856-c9e4-b16d-e81daff7adeb

First observed

Mar 30, 2005

Last observed

Sep 14, 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.