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

FOREST CAPITAL

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

Aug 28, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Aug 28, 1989

First registration

May 7, 2012

Dual registered

no

IAPD individual key

1977283

• Occurred

  Jun 15, 2023
  Advisor changed firm

  Dimitri Triantafyllides left Brc Wealth Management, Llc for Forest Capital (registered 2023-06-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a8f00a93-3f48-1f69-a2c0-16656c2b6e0a

First observed

May 7, 2012

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.