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

UNITY FINANCIAL PLANNING GROUP LLC

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 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S63|S65

First exam

Aug 5, 2021

First registration

Jul 7, 2023

Dual registered

no

Other names

Wade Robert Marcy

IAPD individual key

7311972

• Occurred

  Sep 9, 2024
  Advisor changed firm

  Wade Marcy left Pruco Securities, Llc for Unity Financial Planning Group Llc (registered 2025-01-02)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:301c858f-e7bd-880e-c5b7-39d3d80a63a9

First observed

Jul 7, 2023

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.