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

HARVARD SQUARE FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

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

Industry start

Sep 10, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

First registration

Sep 10, 1999

Dual registered

no

Other names

MARY KOENIG

IAPD individual key

4579616

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1577d7b3-6006-5dcd-2fa1-30ed60add934

First observed

Sep 10, 1999

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.