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

Sep 30, 2005earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 30, 2005

First registration

Dec 5, 2019

Dual registered

yes, broker-dealer

Other names

ANTHONY D HARVEY-MCMULLEN|ANTHONY DONALD MCMULLEN|Anthony Donald Harvey McMullen

IAPD individual key

4964511

• Occurred

  May 28, 2025
  Advisor changed firm

  Anthony D Mcmullen left Trust Advisory Group Ltd for Consolidated Portfolio Review Corp (registered 2025-06-11)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7b716dda-83a4-d589-8007-ce112c6fa2ee

First observed

Dec 5, 2019

Last observed

Sep 15, 2026 4 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.