DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

CRD 142356

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bec641d4-9fef-e03d-cc49-588f3c16bd82

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 7, 2012 to Mar 30, 2012
4 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $54.2MItem 5.F on the latest filing (2012-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $53.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 623
SEC number: 801-68022
CRD: 142356
Filings on the tape: 4
First filed: Mar 7, 2012
Latest filed: Mar 30, 2012
Organised: Corporation, Florida

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WADLEY, CHRISTOPHER, PHILLIP	President	E	yes	08/1996	Mar 7, 2012	Mar 30, 2012
WADLEY, CHRISTOPHER, ROBERT	VICE PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	10/2007	Mar 7, 2012	Mar 30, 2012
BARTOSIK, BRYAN, VINCENT	VICE PRESIDENT	Na	no	10/2004	Mar 7, 2012	Mar 30, 2012
BOWSMAN, JOHN, DUNCAN	VICE PRESIDENT	Na	no	08/2009	Mar 7, 2012	Mar 30, 2012
GODREAU, EDMOND, CHRISTOPHER	VICE PRESIDENT	Na	no	07/1997	Mar 7, 2012	Mar 30, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 30, 2012	$54.2M	$53.9M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$54.2M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CONCEPTUAL FINANCIAL ADVISORS, LLC	2	Dec 31, 2021	Jan 3, 2023	JACKSONVILLE, FL	Team lift out	Other	100.0%

Relationships

Owns (3)

← BOWSMAN, JOHN, DUNCANOwnerVICE PRESIDENT, ownership code NA, individual
Mar 7, 2012 to presentfactForm ADV
← GODREAU, EDMOND, CHRISTOPHEROwnerVICE PRESIDENT, ownership code NA, individual
Mar 7, 2012 to presentfactForm ADV
← BARTOSIK, BRYAN, VINCENTOwnerVICE PRESIDENT, ownership code NA, individual
Mar 7, 2012 to presentfactForm ADV

Controls (2)

← WADLEY, CHRISTOPHER, PHILLIPOwnerPRESIDENT, ownership code E, individual
Mar 7, 2012 to presentfactForm ADV
← WADLEY, CHRISTOPHER, ROBERTOwnerVICE PRESIDENT & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 7, 2012 to presentfactForm ADV

Registered with (3)

← ADAM DAVID GAFNERAdvisorregistration: previous registration
Jun 7, 2021 to Dec 31, 2021factForm ADV
← GARY T BREWTONAdvisorregistration: previous registration
Jun 8, 2021 to Dec 31, 2021factForm ADV
← DAVID ALDEN CRONEYAdvisorregistration: previous registration
Jul 24, 2009 to Aug 2, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bec641d4-9fef-e03d-cc49-588f3c16bd82
First observed: Mar 7, 2012
Last observed: Mar 30, 2012 176 months ago
Source families: Federal regulator filings
3 registered feeds 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.

KEY FINANCIAL GROUP OF JACKSONVILLE, INC.

CRD 142356

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bec641d4-9fef-e03d-cc49-588f3c16bd82

Data as of Mar 30, 2012 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WADLEY, CHRISTOPHER, PHILLIP

President

yes

08/1996

Mar 7, 2012

Mar 30, 2012

WADLEY, CHRISTOPHER, ROBERT

VICE PRESIDENT & CHIEF COMPLIANCE OFFICER

yes

10/2007

Mar 7, 2012

Mar 30, 2012

BARTOSIK, BRYAN, VINCENT

VICE PRESIDENT

10/2004

Mar 7, 2012

Mar 30, 2012

BOWSMAN, JOHN, DUNCAN

VICE PRESIDENT

08/2009

Mar 7, 2012

Mar 30, 2012

GODREAU, EDMOND, CHRISTOPHER

VICE PRESIDENT

07/1997

Mar 7, 2012

Mar 30, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 30, 2012

$54.2M

$53.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$54.2M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CONCEPTUAL FINANCIAL ADVISORS, LLC

Dec 31, 2021

Jan 3, 2023

JACKSONVILLE, FL

Team lift out

Other

100.0%