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

PROVISE MANAGEMENT GROUP, 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

Jan 1, 2006earliest 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

2

Designations

Certified Financial Planner|Chartered Financial Analyst

First registration

Mar 31, 2021

Dual registered

no

IAPD individual key

2103975

• Occurred

  Dec 20, 2024
  Advisor changed firm

  Joseph Robert Mcfadden left World Investment Advisors, Llc for Provise Management Group, Llc (registered 2025-09-10)

  Form ADVobserved 5 days ago
• Occurred

  Dec 19, 2022
  Advisor changed firm

  Joseph Robert Mcfadden left Swm Advisors for World Investment Advisors, Llc (registered 2022-10-18)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3bc8d15-da66-cc7b-9b1e-049844676a1e

First observed

Mar 31, 2021

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.