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

FORUM FINANCIAL MANAGEMENT, LP

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

Oct 22, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Oct 22, 2001

First registration

Oct 18, 2004

Dual registered

no

IAPD individual key

4297411

• Occurred

  Aug 1, 2023
  Advisor changed firm

  Jennifer Hilary Cray left Investor'S Capital Management, Llc for Forum Financial Management, Lp (registered 2026-01-07)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ae109a88-6c20-87d5-5e43-73edcf5874b1

First observed

Oct 18, 2004

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.