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

NOVAK & POWELL FINANCIAL SERVICES, 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

Aug 1, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

6derivedfrom the current registration's begin date

Prior firms

2

Current registrations

2

Registered states

3

Exams

S65

First exam

Jan 9, 2004

First registration

Feb 27, 2004

Dual registered

no

IAPD individual key

2786614

• Occurred

  Jan 23, 2023
  Advisor changed firm

  Eric Quinten Giesler left Cfci for Blue Crab Partners (registered 2013-04-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f5f276ad-18b2-adae-aa31-7bb4d1260e20

First observed

Feb 27, 2004

Last observed

Sep 14, 2026 6 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.