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

WINTHROP WEALTH

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 14, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

7

Current registrations

1

Registered states

2

Designations

Certified Financial Planner|Chartered Financial Consultant

Exams

S65|S63

First exam

Sep 14, 2000

First registration

Sep 7, 2001

Dual registered

no

Other names

Dave Moretsky|David M Moretsky|David Moretsky

IAPD individual key

4267143

• Occurred

  Dec 2, 2022
  Advisor changed firm

  David Michael Moretsky left Private Advisor Group, Llc for Winthrop Wealth (registered 2022-11-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:36694a3c-1f40-18a7-a39d-36f56cb35a34

First observed

Sep 7, 2001

Last observed

Sep 15, 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.