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

VANGUARD ADVISERS, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Aug 25, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 25, 2015

First registration

Sep 4, 2015

Dual registered

yes, broker-dealer

Other names

Bhumi Dhirendrabhai Shah

IAPD individual key

6547366

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dbf056a8-786d-d23b-a6cb-ce794fe151e6

First observed

Sep 4, 2015

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.