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RIA / WealthAdvisorCertified Financial Planner27 years in industry

MONICA M GARVER

Advisor at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Irwin, PA | Johnstown, PA

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Search this name across graphsid dfx:ria:470c0b8a-9017-a6fd-4827-9f5a3bd613e1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 21, 2001 to Sep 15, 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: CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 17, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63
First exam: May 17, 1999
First registration: Mar 21, 2001
Dual registered: no
Other names: MONICA MASLAR
IAPD individual key: 2913221

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
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 11, 2025	n/a	yes	Johnstown, PA\|Irwin, PA	Current employment
MCKINLEY CARTER WEALTH SERVICES, INC.	Independent wealth	Aug 17, 2019	Nov 21, 2025	no	WHEELING, WV\|WEXFORD, PA	Previous registration
RTD FINANCIAL ADVISORS INC	Independent wealth	Jul 16, 2014	Aug 14, 2019	no	PHILADELPHIA, PA	Previous registration
NRP ADVISORS, INC.	n/a	Mar 11, 2009	Nov 3, 2009	no	JOHNSTOWN, PA\|BRYAN, OH	Previous registration
PRIMESOLUTIONS ADVISORS, LLC	Institutional manager	Mar 21, 2001	Jul 2, 2014	no	PITTSBURGH, PA	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
MCKINLEY CARTER WEALTH SERVICES, INC.	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 21, 2025	Nov 11, 2025	-10	Firm change	RIA to ibd
RTD FINANCIAL ADVISORS INC	MCKINLEY CARTER WEALTH SERVICES, INC.	Aug 14, 2019	Aug 17, 2019	3	Firm change	RIA to RIA
PRIMESOLUTIONS ADVISORS, LLC	NRP ADVISORS, INC.	Jul 2, 2014	Mar 11, 2009	-1,939	Firm change after gap	Other
NRP ADVISORS, INC.	RTD FINANCIAL ADVISORS INC	Nov 3, 2009	Jul 16, 2014	1,716	Firm change after gap	Other

Relationships

Registered with (5)

→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: current employment
Nov 11, 2025 to presentfactForm ADV
→ MCKINLEY CARTER WEALTH SERVICES, INC.Registered adviserregistration: previous registration
Aug 17, 2019 to Nov 21, 2025factForm ADV
→ RTD FINANCIAL ADVISORS INCRegistered adviserregistration: previous registration
Jul 16, 2014 to Aug 14, 2019factForm ADV
→ PRIMESOLUTIONS ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 21, 2001 to Jul 2, 2014factForm ADV
→ NRP ADVISORS, INC.Registered adviserregistration: previous registration
Mar 11, 2009 to Nov 3, 2009factForm ADV

Dated events

Occurred
Nov 21, 2025
Advisor changed firm
Monica M Garver left Mckinley Carter Wealth Services, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-11-11)
Form ADVobserved 6 days ago