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

MCCORMACK FINANCIAL PLANNING INC.

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

Feb 24, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

21derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Feb 24, 1986

First registration

Feb 28, 2003

Dual registered

yes, broker-dealer

Other names

BARBARA MINER|BARBARA PAULA MCCORMACK|BARBARA WERTH|BARBARA PAULA MINER

IAPD individual key

807282

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb7987b7-9bf6-c3c4-8744-ad231bac2378

First observed

Feb 28, 2003

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.