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

CONSOLIDATED PORTFOLIO REVIEW CORP

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

Dec 1, 1977earliest registration or exam on IAPD

Years in industry

48derivedfrom the industry start date

Years at current firm

9derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Consultant

Exams

S63

First exam

Jun 29, 1984

First registration

Nov 2, 2006

Dual registered

yes, broker-dealer

Other names

ROEY DIEFENDORF|MONROE MECHLING DIEFENDORF

IAPD individual key

805205

Graph

RIA / Wealth Management

Canonical id

dfx:ria:62871472-bcc0-d329-3c2f-0a6bf3e655e0

First observed

Nov 2, 2006

Last observed

Sep 15, 2026 6 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.