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RIA / WealthAdvisorCertified Financial Planner10 years in industry

MaryKate Burkes

Advisor at ALLEGHENY FINANCIAL GROUP

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:0519c9c0-6f70-04bd-44e4-62f6fea6d0f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 3, 2020 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALLEGHENY FINANCIAL GROUP
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: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 1, 2020
First registration: Sep 3, 2020
Dual registered: no
Other names: MARY K TOBIN|MaryKate Burkes|MaryKate Tobin|MaryKate Tobin
IAPD individual key: 7098004

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALLEGHENY FINANCIAL GROUP	Independent wealth	Feb 4, 2022	n/a	yes	PITTSBURGH, PA	Current employment
ALLEGHENY INVESTMENTS	Independent wealth	Feb 4, 2022	Dec 31, 2024	no	PITTSBURGH, PA\|PITTSBURGH, PA\|Pittsburgh, PA\|New Castle, PA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 17, 2021	Nov 27, 2021	no	PHILADELPHIA, PA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Sep 3, 2020	Apr 6, 2021	no	Wexford, PA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Sep 3, 2020	Apr 6, 2021	no	SAN DIEGO, CA\|SAN DIEGO, CA\|Wexford, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLEGHENY INVESTMENTS	ALLEGHENY FINANCIAL GROUP	Dec 31, 2024	Feb 4, 2022	-1,061	Bulk transfer	RIA to ibd
J.P. MORGAN SECURITIES LLC	ALLEGHENY INVESTMENTS	Nov 27, 2021	Feb 4, 2022	69	Firm change	Wirehouse to RIA
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	J.P. MORGAN SECURITIES LLC	Apr 6, 2021	May 17, 2021	41	Firm change	RIA to wirehouse
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Apr 6, 2021	Sep 3, 2020	-215	Channel change	Other

Relationships

Registered with (5)

→ ALLEGHENY FINANCIAL GROUPRegistered adviserregistration: current employment
Feb 4, 2022 to presentfactForm ADV
→ ALLEGHENY INVESTMENTSRegistered adviserregistration: previous registration
Feb 4, 2022 to Dec 31, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 17, 2021 to Nov 27, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 3, 2020 to Apr 6, 2021factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Sep 3, 2020 to Apr 6, 2021factForm ADV

Dated events

No dated event names this entity yet.