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

MCQUEEN FINANCIAL ADVISORS II, INC.

Current firm class

other adviserderived

Book size

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

Industry start

Nov 1, 1999earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jun 10, 2010

First registration

Jul 2, 2010

Dual registered

no

IAPD individual key

5036093

• Occurred

  Oct 5, 2022
  Advisor changed firm

  Rebecca L. Gersonde left Heber Fuger Wendin Inc for Mcqueen Financial Advisors Ii, Inc. (registered 2025-01-17)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b2f1e94e-e868-2589-20d8-5dc4aff26aa8

First observed

Jul 2, 2010

Last observed

Sep 14, 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.