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

MRM FINANCIAL ADVISORS, LLC

Current firm class

state registeredderived

Book size

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

Industry start

Aug 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jan 3, 2019

First registration

Jun 25, 2021

Dual registered

no

Other names

BRYAN JAMES MONKS

IAPD individual key

7011729

• Occurred

  May 6, 2026
  Advisor changed firm

  Bryan Monks left Wpwealth Llp for Mrm Financial Advisors, Llc (registered 2026-07-14)

  Form ADVobserved 6 days ago
• Occurred

  Mar 18, 2025
  Advisor changed firm

  Bryan Monks left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Wpwealth Llp (registered 2025-03-31)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4a9f2cc3-77a6-6b35-7fbe-2996af2353e6

First observed

Jun 25, 2021

Last observed

Sep 14, 2026 7 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.