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

PANORAMA WEALTH 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

Sep 20, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66|S63

First exam

Sep 20, 1988

First registration

Nov 7, 1989

Dual registered

no

Other names

BRYAN S JARMAN

IAPD individual key

1864229

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Bryan Scott Jarman left Infinium Investment Advisors, Llc for Panorama Wealth Advisors (registered 2024-02-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c065d2ad-76f0-3622-e343-600176386f0e

First observed

Nov 7, 1989

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.