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

ESI FINANCIAL ADVISORS

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

Mar 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Oct 30, 2015

First registration

Mar 15, 2016

Dual registered

no

Other names

Jim Winokur|James Scott Winokur|James S Winokur

IAPD individual key

6611744

• Occurred

  Jun 25, 2026
  Advisor changed firm

  James Winokur left Creativeone Wealth, Llc for Esi Financial Advisors (registered 2026-07-06)

  Form ADVobserved 4 days ago
• Occurred

  May 17, 2023
  Advisor changed firm

  James Winokur left Ars Investment Advisors, Inc. for Creativeone Wealth, Llc (registered 2023-08-29)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a2e60b48-b298-5f23-7f1c-ec322f6ef296

First observed

Mar 15, 2016

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.