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RIA / WealthAdvisorCertified Financial Planner21 years in industry

MCKENZIE JANE FRANKEL

Advisor at ENTRUST FINANCIAL LLC

WAYNE, PA

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Search this name across graphsid dfx:ria:a6fa30fc-3f70-7ec9-5e1f-b6f4fe7f28fb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2005 to Sep 14, 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: ENTRUST FINANCIAL 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: Sep 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 14, 2005
First registration: Sep 16, 2005
Dual registered: no
Other names: MCKENZIE A BRUSH|MCKENZIE FRANKEL|MCKENZIE ANNE FRANKEL|MCKENZIE BRUSH
IAPD individual key: 4991378

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
ENTRUST FINANCIAL LLC	Independent wealth	Mar 12, 2015	n/a	yes	WAYNE, PA	Current employment
LINCOLN INVESTMENT	Independent wealth	Aug 19, 2009	Mar 13, 2015	no	WAYNE, PA\|Horsham, PA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Aug 11, 2009	no	Tampa, FL	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Aug 31, 2007	Jun 1, 2009	no	TAMPA, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 16, 2005	Aug 29, 2007	no	TAMPA, FL\|TAMPA, FL	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
LINCOLN INVESTMENT	ENTRUST FINANCIAL LLC	Mar 13, 2015	Mar 12, 2015	-1	Firm change	Other
MORGAN STANLEY	LINCOLN INVESTMENT	Aug 11, 2009	Aug 19, 2009	8	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	MORGAN STANLEY & CO. LLC	Aug 29, 2007	Aug 31, 2007	2	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
519:174694:PA:2015-03-13	Mar 13, 2015	Mar 12, 2015	HORSHAM, PA	Firm change

Relationships

Registered with (5)

→ ENTRUST FINANCIAL LLCRegistered adviserregistration: current employment
Mar 12, 2015 to presentfactForm ADV
→ LINCOLN INVESTMENTRegistered adviserregistration: previous registration
Aug 19, 2009 to Mar 13, 2015factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Aug 11, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Aug 31, 2007 to Jun 1, 2009factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 16, 2005 to Aug 29, 2007factForm ADV

Dated events

No dated event names this entity yet.