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

ABLE WEALTH MANAGEMENT LLC

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 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Aug 27, 2019

First registration

Sep 4, 2019

Dual registered

no

Other names

SIMCHA GOLDBERG|SIMCHA Bunim|SIMCHA BUNIM GOLDBERG

IAPD individual key

6938414

• Occurred

  Feb 22, 2023
  Advisor changed firm

  Simcha Bunim Goldberg left Park Avenue Securities Llc for Able Wealth Management Llc (registered 2023-01-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c6713f47-0ffc-8d6d-0574-31a790fa178b

First observed

Sep 4, 2019

Last observed

Sep 14, 2026 7 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.