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RIA / WealthAdvisorCertified Financial Planner24 years in industry

Brendan John McPoyle

Advisor at PRINCETON GLOBAL ASSET MANAGEMENT LLC

PRINCETON, NJ | Havertown, PA

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Search this name across graphsid dfx:ria:576f9c81-59bf-1ae2-b674-6f1e2d2b2041

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2003 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: PRINCETON GLOBAL ASSET MANAGEMENT LLC
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: Aug 28, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 28, 2002
First registration: Oct 24, 2003
Dual registered: no
Other names: BRENDAN JOHN MCPOYLE
IAPD individual key: 4322013

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
PRINCETON GLOBAL ASSET MANAGEMENT LLC	Independent wealth	Jan 2, 2026	n/a	yes	Havertown, PA\|PRINCETON, NJ	Current employment
AFFINITY WEALTH MANAGEMENT LLC	Independent wealth	Feb 9, 2018	Jun 12, 2019	no	WILMINGTON, DE	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Feb 5, 2009	Oct 3, 2013	no	WILMINGTON, DE	Previous registration
AFFINITY WEALTH MANAGEMENT LLC	Former SEC adviser	May 2, 2006	Feb 9, 2018	no	WILMINGTON, DE	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Oct 24, 2003	Apr 21, 2006	no	KING OF PRUSSIA, PA\|Radnor, 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
AFFINITY WEALTH MANAGEMENT LLC	PRINCETON GLOBAL ASSET MANAGEMENT LLC	Jun 12, 2019	Jan 2, 2026	2,396	Firm change after gap	RIA to RIA
AFFINITY WEALTH MANAGEMENT LLC	CENTAURUS FINANCIAL, INC.	Feb 9, 2018	Feb 5, 2009	-3,291	Firm change after gap	Other
CENTAURUS FINANCIAL, INC.	AFFINITY WEALTH MANAGEMENT LLC	Oct 3, 2013	Feb 9, 2018	1,590	Firm change after gap	Other
TD AMERITRADE, INC.	AFFINITY WEALTH MANAGEMENT LLC	Apr 21, 2006	May 2, 2006	11	Firm change	Other

Relationships

Registered with (5)

→ PRINCETON GLOBAL ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ AFFINITY WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Feb 9, 2018 to Jun 12, 2019factForm ADV
→ AFFINITY WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
May 2, 2006 to Feb 9, 2018factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Feb 5, 2009 to Oct 3, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Oct 24, 2003 to Apr 21, 2006factForm ADV

Dated events

No dated event names this entity yet.