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

Oct 9, 1985earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S63

First exam

Oct 9, 1985

First registration

Jul 31, 2002

Dual registered

no

Other names

JAMES P BARRETT

IAPD individual key

1069051

• Occurred

  May 3, 2023
  Advisor changed firm

  James Patrick Barrett left Calton & Associates, Inc. for Rmr Wealth Builders, Inc. (registered 2014-12-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:40cb79be-bba7-28dd-9ad6-5ad6f7eb8d7d

First observed

Jul 31, 2002

Last observed

Sep 15, 2026 4 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.