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

BFC PLANNING, INC.

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Jul 17, 1984earliest registration or exam on IAPD

Years in industry

42derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

5

Current registrations

1

Registered states

1

Exams

S63

First exam

Jul 17, 1984

First registration

Nov 8, 1991

Dual registered

yes, broker-dealer

IAPD individual key

1269690

• Occurred

  Dec 5, 2025
  Advisor changed firm

  Paul Kurt Saxenmeyer left Moloney Securities Asset Management Llc for Moloney Investment Advisory Llc (registered 2016-05-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:eeb73f26-7e7c-d105-31e1-b1de7d1ee4aa

First observed

Nov 8, 1991

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.