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

PODELL FINANCIAL GROUP 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

Jan 28, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Jan 28, 2003

First registration

Apr 25, 2006

Dual registered

no

Other names

DAVID SCOTT PODELL

IAPD individual key

4546161

• Occurred

  Jun 14, 2023
  Advisor changed firm

  David Podell left Eagle Strategies Llc for Podell Financial Group Llc (registered 2025-02-06)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d28ef2c6-0faa-9f2e-cd5e-787ccc1be3d7

First observed

Apr 25, 2006

Last observed

Sep 14, 2026 4 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.