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RIA / WealthAdvisor21 years in industry

MARK GOLDFINGER

Advisor at STONEHENGE RETIREMENT PLANNERS

IRVINE, CA | Laguna Hills, CA

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Search this name across graphsid dfx:ria:b41d5220-93cf-6916-aa4d-36ed0f6b5dc6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 17, 2005 to Sep 15, 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: STONEHENGE RETIREMENT PLANNERS
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 16, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S66|S63
First exam: May 16, 2005
First registration: May 17, 2005
Dual registered: no
IAPD individual key: 4921926

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
STONEHENGE RETIREMENT PLANNERS	No RAUM reported	Mar 7, 2018	n/a	yes	IRVINE, CA\|Laguna Hills, CA	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jan 11, 2016	Apr 11, 2018	no	Los Angeles, CA\|Beverly Hills, CA\|Phoenix, AZ\|Scottsdale, AZ	Previous registration
RVW WEALTH LLC	Independent wealth	Aug 6, 2013	Jan 4, 2016	no	LOS ANGELES, CA	Previous registration
ALLSTATE FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Dec 9, 2011	Aug 31, 2012	no	LOS ANGELES, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 17, 2005	Jul 7, 2010	no	BEVERLY HILLS, CA\|SANTA MONICA, CA\|BEVERLY HILLS, CA	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
BROOKSTONE WEALTH ADVISORS, LLC	STONEHENGE RETIREMENT PLANNERS	Apr 11, 2018	Mar 7, 2018	-35	Firm change after gap	RIA to new firm
RVW WEALTH LLC	BROOKSTONE WEALTH ADVISORS, LLC	Jan 4, 2016	Jan 11, 2016	7	Firm change	Other
ALLSTATE FINANCIAL ADVISORS, LLC	RVW WEALTH LLC	Aug 31, 2012	Aug 6, 2013	340	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	ALLSTATE FINANCIAL ADVISORS, LLC	Jul 7, 2010	Dec 9, 2011	520	Firm change after gap	Wirehouse to new firm

Relationships

Registered with (5)

→ STONEHENGE RETIREMENT PLANNERSRegistered adviserregistration: current employment
Mar 7, 2018 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 11, 2016 to Apr 11, 2018factForm ADV
→ RVW WEALTH LLCRegistered adviserregistration: previous registration
Aug 6, 2013 to Jan 4, 2016factForm ADV
→ ALLSTATE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 9, 2011 to Aug 31, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 17, 2005 to Jul 7, 2010factForm ADV

Dated events

No dated event names this entity yet.