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

CANBY FINANCIAL ADVISORS

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

Aug 22, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom 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

S63

First exam

Aug 22, 2013

First registration

Aug 24, 2021

Dual registered

no

IAPD individual key

6214513

• Occurred

  Jan 30, 2026
  Advisor changed firm

  David Kimball Jaeger left Commonwealth Financial Network for Canby Financial Advisors (registered 2021-09-22)

  Form ADVobserved 4 days ago
• Occurred

  May 11, 2022
  Advisor changed firm

  David Kimball Jaeger left Canby Financial Advisors for Canby Financial Advisors (registered 2026-02-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ddac65ed-b134-8625-cd87-bccc143550ab

First observed

Aug 24, 2021

Last observed

Sep 14, 2026 5 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.