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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)17 years in industry

Richard George Elias

Advisor at MARKET STREET WEALTH MANAGEMENT

WEST CHESTER, PA

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Search this name across graphsid dfx:ria:bde99ec5-b821-5c40-ae80-27d8015191e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 4, 2011 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: MARKET STREET WEALTH MANAGEMENT
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: Jun 10, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 10, 2009
First registration: May 4, 2011
Dual registered: yes, broker-dealer
Other names: Richard Elias|RICHARD GEORGE ELIAS
IAPD individual key: 5662607

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
MARKET STREET WEALTH MANAGEMENT	Independent wealth	May 2, 2022	n/a	yes	WEST CHESTER, PA	Current employment
RODGERS & ASSOCIATES	Independent wealth	Sep 19, 2019	Apr 12, 2022	no	Lancaster, PA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 19, 2014	Jun 3, 2019	no	EXTON, PA\|LIONVILLE, PA\|PHILADELPHIA, PA\|BROOMALL, PA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 4, 2011	Oct 31, 2014	no	WYOMISSING, PA\|WYOMISSING, PA\|WAYNE, PA\|OXFORD, PA\|RADNOR, PA\|HOCKESSIN, DE	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
RODGERS & ASSOCIATES	MARKET STREET WEALTH MANAGEMENT	Apr 12, 2022	May 2, 2022	20	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RODGERS & ASSOCIATES	Jun 3, 2019	Sep 19, 2019	108	Firm change	Wirehouse to RIA
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 31, 2014	Nov 19, 2014	19	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ MARKET STREET WEALTH MANAGEMENTRegistered adviserregistration: current employment
May 2, 2022 to presentfactForm ADV
→ RODGERS & ASSOCIATESRegistered adviserregistration: previous registration
Sep 19, 2019 to Apr 12, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 19, 2014 to Jun 3, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 4, 2011 to Oct 31, 2014factForm ADV

Dated events

Occurred
Apr 12, 2022
Advisor changed firm
Richard George Elias left Rodgers & Associates for Market Street Wealth Management (registered 2022-05-02)
Form ADVobserved 5 days ago