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

ADVICE AND PLANNING SERVICES

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Feb 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 6, 2024

First registration

Sep 25, 2024

Dual registered

yes, broker-dealer

Other names

Jonathan Kimble|Jonathan Richard Kimble|Jonathan R Kimble

IAPD individual key

7987849

• Occurred

  Nov 19, 2024
  Advisor changed firm

  Jonathan Richard Kimble left Florida Financial Advisors, Llc for Advice And Planning Services (registered 2025-02-20)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ae625cc0-52fb-c762-a4f7-325808dee478

First observed

Sep 25, 2024

Last observed

Sep 15, 2026 4 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.