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

PHIN WEALTH

Current firm class

state registeredderived

Book size

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

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom 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

S66

First exam

Jun 14, 2019

First registration

Jul 9, 2019

Dual registered

no

Other names

Jake Seraphin

IAPD individual key

6743001

• Occurred

  Jul 6, 2026
  Advisor changed firm

  John Ward Seraphin left Steigerwald, Gordon & Koch - Wealth Advisors for Phin Wealth (registered 2026-08-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:aec66970-5290-41f1-39d3-b5e2eb96a16d

First observed

Jul 9, 2019

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.