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

DAVIMAN FINANCIAL, 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 12, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65|S63

First exam

Sep 12, 2002

First registration

Aug 4, 2024

Dual registered

no

Other names

Phil Burruel

IAPD individual key

4531852

• Occurred

  Feb 4, 2025
  Advisor changed firm

  Phillip Alan Burruel left Smart Wealth, Llc for Daviman Financial, Llc (registered 2026-07-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d456fa40-17f0-87fd-373a-477abc798682

First observed

Aug 4, 2024

Last observed

Sep 15, 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.