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

DMK ADVISOR GROUP, INC.

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

Jan 1, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Mar 28, 2011

First registration

Nov 28, 2017

Dual registered

yes, broker-dealer

Other names

JORGE PEREZ

IAPD individual key

2253547

• Occurred

  Dec 5, 2025
  Advisor departed, no destination yet

  Jorge Ramon Perez no longer registered at Compass Financial Management Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e88015bb-41e2-f71c-d6da-c9a63ca90f3d

First observed

Nov 28, 2017

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.