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

ESI FINANCIAL ADVISORS

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

Nov 1, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

Oct 1, 2007

First registration

May 11, 2018

Dual registered

yes, broker-dealer

Other names

TOM BLAKE|ROBERT BLAKE|R. Tom Blake

IAPD individual key

5337786

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b865b568-1f01-bba7-e069-eb440acd5276

First observed

May 11, 2018

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.