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RIA / WealthAdvisor36 years in industry

MARK WEIDERMAN

Advisor at MANCHESTER FINANCIAL INC

WESTLAKE VILLAGE, CA

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Search this name across graphsid dfx:ria:46a2683a-389e-4eab-924c-29d576368439

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 3, 2000 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MANCHESTER FINANCIAL 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: Sep 6, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 6, 1990
First registration: Apr 3, 2000
Dual registered: no
IAPD individual key: 2074035

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MANCHESTER FINANCIAL INC	Independent wealth	Jun 9, 2015	n/a	yes	WESTLAKE VILLAGE, CA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Oct 16, 2014	Mar 10, 2015	no	WESTLAKE VILLAGE, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 9, 2014	Oct 15, 2014	no	BEVERLY HILLS, CA	Previous registration
RETIREMENT DESIGN & MANAGEMENT INC	Former SEC adviser	Apr 3, 2000	Mar 23, 2004	no	WESTPORT, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	MANCHESTER FINANCIAL INC	Mar 10, 2015	Jun 9, 2015	91	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Oct 15, 2014	Oct 16, 2014	1	Firm change	Wirehouse to wirehouse
RETIREMENT DESIGN & MANAGEMENT INC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 23, 2004	Jan 9, 2014	3,579	Firm change after gap	Other

Relationships

Registered with (4)

→ MANCHESTER FINANCIAL INCRegistered adviserregistration: current employment
Jun 9, 2015 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Oct 16, 2014 to Mar 10, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 9, 2014 to Oct 15, 2014factForm ADV
→ RETIREMENT DESIGN & MANAGEMENT INCRegistered adviserregistration: previous registration
Apr 3, 2000 to Mar 23, 2004factForm ADV

Dated events

No dated event names this entity yet.