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

HIFI PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

May 19, 2021

First registration

Sep 2, 2021

Dual registered

no

IAPD individual key

7359999

• Occurred

  Apr 21, 2026
  Advisor changed firm

  James William Thomas Mcdougal left Brooklyn Fi, Llc for Hifi Planning (registered 2026-06-16)

  Form ADVobserved 5 days ago
• Occurred

  May 3, 2023
  Advisor changed firm

  James William Thomas Mcdougal left Brighton Jones Llc for Brooklyn Fi, Llc (registered 2023-06-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4816fdd-0b8d-347a-2b4e-a2cc94d4dbfd

First observed

Sep 2, 2021

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.