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

BUCKMAN ADVISORY 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

Dec 10, 2008earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 10, 2008

First registration

Jan 8, 2009

Dual registered

yes, broker-dealer

Other names

EDWARD E BAO|EDWARD EDGAR BAO|EDWARD EDGAR BAO

IAPD individual key

1281854

• Occurred

  Oct 29, 2025
  Advisor changed firm

  Edward Edgar Bao left Smallwood Wealth Management for Buckman Advisory Group Llc (registered 2025-11-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ddc66dd2-2035-4d91-5ff1-754d10de5a1e

First observed

Jan 8, 2009

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.