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

DAVIMAN FINANCIAL, LLC

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 1, 2011earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S65

First exam

Oct 10, 2023

First registration

May 20, 2024

Dual registered

no

IAPD individual key

7913262

• Occurred

  Feb 4, 2025
  Advisor changed firm

  Brian Douglas Mcconnell left Smart Wealth, Llc for Daviman Financial, Llc (registered 2025-01-21)

  Form ADVobserved 5 days ago
• Occurred

  Jul 29, 2024
  Advisor changed firm

  Brian Douglas Mcconnell left Daviman Financial, Llc for Smart Wealth, Llc (registered 2024-07-23)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a3ae7597-dae3-9bdb-752f-fd7873720520

First observed

May 20, 2024

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.