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

GROSSMAN FINANCIAL MANAGEMENT

Current firm class

former SEC adviserderived

Book size

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

Industry start

Jul 14, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 14, 1992

First registration

Jan 1, 1998

Dual registered

no

Other names

LAWRENCE I GROSSMAN

IAPD individual key

2250720

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b066bc65-292f-f8af-adb5-d0d2cc84fc06

First observed

Jan 1, 1998

Last observed

Sep 15, 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.