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

MONECO ADVISORS

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 10, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

12derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Sep 10, 1993

First registration

Sep 24, 2003

Dual registered

yes, broker-dealer

Other names

JOHN MAXWELL ROSENAU

IAPD individual key

1346021

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0761123e-d405-8e41-d734-e78516b553ee

First observed

Sep 24, 2003

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.