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

RMR WEALTH BUILDERS, 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

Dec 30, 1988earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

5derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S63|S65

First exam

Dec 30, 1988

First registration

Nov 5, 2018

Dual registered

no

IAPD individual key

1863215

• Occurred

  Jan 2, 2023
  Advisor changed firm

  Joshua Mondschein left Calton & Associates, Inc. for Rmr Wealth Builders, Inc. (registered 2020-10-22)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1b808a20-e8ab-265b-ae78-3674c0b6f919

First observed

Nov 5, 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.