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

WEST 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

Jan 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

May 16, 2022

First registration

Jun 20, 2018

Dual registered

no

Other names

Alan Rafael Menase|ALAN MENASE

IAPD individual key

6973372

• Occurred

  Apr 16, 2025
  Advisor changed firm

  Alan Rafael Menase left Vanguard Advisers, Inc. for West Financial Services, Inc. (registered 2025-04-25)

  Form ADVobserved 5 days ago
• Occurred

  Mar 16, 2022
  Advisor changed firm

  Alan Rafael Menase left Mallard Financial Partners Inc for Vanguard Advisers, Inc. (registered 2022-05-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f8b7b4ca-ea97-d788-3597-63a7bdcd480c

First observed

Jun 20, 2018

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.