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

MANAGED FINANCIAL SERVICES CORP INC

Current firm class

former SEC adviserderived

Book size

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

Industry start

Jan 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Current registrations

2

Registered states

2

Exams

S65

First exam

Aug 27, 2019

Dual registered

no

Other names

JD Elston|Jonathan David Elston-Smith

IAPD individual key

7141322

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e4fb955f-bdac-f74e-bb58-ca6b22c161ae

First observed

Jan 1, 2008

Last observed

Sep 19, 2026 30 h 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.