DFX Intelligence

Data Factory

RIA / WealthAdvisor10 years in industry

SEAN MICHAEL BURKE

Advisor at PINE VALLEY INVESTMENTS

Boynton Beach, FL | MARLTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c25bef8f-1056-96dc-9443-e45527d42863

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 11, 2019 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: PINE VALLEY INVESTMENTS
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 7, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jan 7, 2016
First registration: Feb 11, 2019
Dual registered: no
Other names: SEAN MICHAEL BURKE|Sean Burke
IAPD individual key: 6312937

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
PINE VALLEY INVESTMENTS	Independent wealth	Aug 26, 2026	n/a	yes	Boynton Beach, FL\|MARLTON, NJ	Current employment
AEGIS WEALTH MANAGEMENT, INC.	Independent wealth	Mar 2, 2026	Aug 26, 2026	no	GUTHRIE CENTER, IA\|Boynton Beach, FL	Previous registration
RETIREMENT CAPITAL ADVISORS	State registered	Apr 18, 2025	Feb 19, 2026	no	WEST PALM BEACH, FL	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Sep 9, 2021	Mar 17, 2025	no	Coconut Creek, FL	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 11, 2019	Jul 20, 2021	no	BOCA RATON, 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
AEGIS WEALTH MANAGEMENT, INC.	PINE VALLEY INVESTMENTS	Aug 26, 2026	Aug 26, 2026	0	Firm change	RIA to RIA
RETIREMENT CAPITAL ADVISORS	AEGIS WEALTH MANAGEMENT, INC.	Feb 19, 2026	Mar 2, 2026	11	Firm change	Other
AE WEALTH MANAGEMENT, LLC	RETIREMENT CAPITAL ADVISORS	Mar 17, 2025	Apr 18, 2025	32	Firm change	RIA to state RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	AE WEALTH MANAGEMENT, LLC	Jul 20, 2021	Sep 9, 2021	51	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ PINE VALLEY INVESTMENTSRegistered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ AEGIS WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 2, 2026 to Aug 26, 2026factForm ADV
→ RETIREMENT CAPITAL ADVISORSRegistered adviserregistration: previous registration
Apr 18, 2025 to Feb 19, 2026factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 9, 2021 to Mar 17, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 11, 2019 to Jul 20, 2021factForm ADV

Dated events

Occurred
Aug 26, 2026
Advisor changed firm
Sean Michael Burke left Aegis Wealth Management, Inc. for Pine Valley Investments (registered 2026-08-26)
Form ADVobserved 4 days ago
Occurred
Feb 19, 2026
Advisor changed firm
Sean Michael Burke left Retirement Capital Advisors for Aegis Wealth Management, Inc. (registered 2026-03-02)
Form ADVobserved 4 days ago
Occurred
Mar 17, 2025
Advisor changed firm
Sean Michael Burke left Ae Wealth Management, Llc for Retirement Capital Advisors (registered 2025-04-18)
Form ADVobserved 4 days ago