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

UHY WEALTH MANAGEMENT RIA LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

May 1, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

2

Registered states

2

Exams

S66|S63

First exam

Jul 2, 2004

First registration

Dec 5, 2007

Dual registered

yes, broker-dealer

IAPD individual key

2889637

• Occurred

  Jul 30, 2026
  Advisor departed, no destination yet

  Brian Mcdonald Megenity no longer registered at Whitestone Wealth Advisors, Llc; no later IA registration on IAPD

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3243b89d-95e9-c70a-51a6-dc69f67e29f2

First observed

Dec 5, 2007

Last observed

Sep 14, 2026 5 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.