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CRD 299094
WEXFORD, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| BRIAN MARC GOLDMAN | n/a | WEXFORD, PA | 7 | 13 | n/a | no |
| AARON MATTHEW GAGNIER | n/a | WEXFORD, PA | Somerset, MA | Warwick, RI | 7 | 25 | 5 | no |
| GREGORY MARK BRAWN | n/a | WEXFORD, PA | Cambridge Springs, PA | 7 | 17 | 1 | no |
| Kendra Carano | n/a | Sebastian, FL | WEXFORD, PA | Warwick, RI | 6 | 10 | n/a | no |
| Jessica Jones | n/a | WEXFORD, PA | VENTURA, CA | 6 | 11 | n/a | no |
| DANIEL ALEXANDER GRIEGO | n/a | WEXFORD, PA | Cedar Park, TX | 4 | 25 | n/a | no |
| John Carl Blanck | n/a | WEXFORD, PA | Harbor Springs, MI | 3 | 18 | n/a | no |
| Kelly H Bandli | n/a | WEXFORD, PA | Traverse City, MI | 3 | 18 | n/a | no |
| NICHOLLE ANN ZOLTASZEK | n/a | WEXFORD, PA | MONROE, MI | 2 | 18 | 3 | no |
| TRAVIS RICK STREBLOW | n/a | PLYMOUTH, WI | WEXFORD, PA | 2 | 19 | n/a | no |
| Daniel Michael Grix | n/a | WEXFORD, PA | TRAVERSE CITY, MI | 2 | 11 | n/a | no |
| Isaac Ross | n/a | Medford, MA | PORTLAND, OR | WEXFORD, PA | 0 | 21 | n/a | no |
| Jeremy Dillingham | n/a | SARASOTA, FL | WEXFORD, PA | 0 | 10 | 1 | no |
| Matthew Kloos | n/a | WEXFORD, PA | 0 | 10 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GOLDMAN, BRIAN, MARC | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 07/2018 | Oct 25, 2023 | Dec 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AMERICAN SENIOR BENEFITS | n/a | n/a | n/a | N | no | n/a |
| AMERICAN SENIOR BENEFITS DBA MODERN DISTRICT FINANCIAL | n/a | n/a | n/a | N | no | n/a |
| AMERICAN SENIOR BENEFITS OF TEXAS | n/a | n/a | n/a | N | no | n/a |
| SUCCESS FINANCIAL SOLUTIONS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| TRAVERSE CITY | Mi | United States | 3 | no |
| Warwick | Ri | United States | 2 | no |
| Ventura | CA | United States | 1 | no |
| Somerset | Ma | United States | 1 | no |
| Toledo | Oh | United States | 1 | no |
| Portland | Or | United States | 1 | no |
| Bristol | Ri | United States | 1 | no |
| MYRTLE BEACH | Sc | United States | 1 | no |
| Goodlettsville | Tn | United States | 1 | no |
| Austin | TX | United States | 1 | no |
| Plymouth | Wi | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 15, 2026 | $110M | $110M | 13 | 13 | 14 | n/a | n/a |
| 2024 | Apr 10, 2025 | $66.0M | $66.0M | 13 | 13 | 13 | n/a | n/a |
| 2023 | Jan 29, 2024 | $40.1M | $40.1M | 11 | 11 | 10 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 7.1% | 0 | 1 | 0 | 4 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $110M | $66.0M | 67.4% | n/a | n/a | 14 | 13 | 14 | 13 |