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RIA / WealthAdvisorCertified Financial Planner37 years in industry

JOHN DAVID GENTRY

Advisor at RMR WEALTH BUILDERS, INC.

MONTCLAIR, NJ | Natick, MA

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Search this name across graphsid dfx:ria:cce9b34c-5b57-bbfb-a55e-0aa2e98505ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 7, 2006 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: RMR WEALTH BUILDERS, 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: Jan 9, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 9, 1989
First registration: Feb 7, 2006
Dual registered: no
IAPD individual key: 1907169

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
RMR WEALTH BUILDERS, INC.	Independent wealth	Nov 6, 2024	n/a	yes	Natick, MA\|MONTCLAIR, NJ	Current employment
TWELVE POINTS WEALTH MANAGEMENT	Mixed wealth	Jun 2, 2023	Dec 14, 2023	no	CONCORD, MA	Previous registration
ASSET STRATEGY ADVISORS, LLC	Mixed wealth	May 29, 2019	May 18, 2023	no	WAYLAND, MA	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 8, 2016	May 17, 2019	no	Natick, MA\|SAN RAFAEL, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 28, 2009	Mar 25, 2014	no	BOSTON, MA\|NEW YORK, NY\|PENNINGTON, NJ\|BOSTON, MA\|BOSTON, MA\|JACKSONVILLE, FL	Previous registration
BOFA ADVISORS, LLC	Former SEC adviser	Feb 7, 2006	Sep 28, 2009	no	BOSTON, MA	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
TWELVE POINTS WEALTH MANAGEMENT	RMR WEALTH BUILDERS, INC.	Dec 14, 2023	Nov 6, 2024	328	Firm change	RIA to RIA
ASSET STRATEGY ADVISORS, LLC	TWELVE POINTS WEALTH MANAGEMENT	May 18, 2023	Jun 2, 2023	15	Firm change	RIA to RIA
GLOBAL RETIREMENT PARTNERS LLC	ASSET STRATEGY ADVISORS, LLC	May 17, 2019	May 29, 2019	12	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	GLOBAL RETIREMENT PARTNERS LLC	Mar 25, 2014	Apr 8, 2016	745	Firm change after gap	Other
BOFA ADVISORS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 28, 2009	Sep 28, 2009	0	Firm change	Other

Relationships

Registered with (6)

→ RMR WEALTH BUILDERS, INC.Registered adviserregistration: current employment
Nov 6, 2024 to presentfactForm ADV
→ TWELVE POINTS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 2, 2023 to Dec 14, 2023factForm ADV
→ ASSET STRATEGY ADVISORS, LLCRegistered adviserregistration: previous registration
May 29, 2019 to May 18, 2023factForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Apr 8, 2016 to May 17, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 28, 2009 to Mar 25, 2014factForm ADV
→ BOFA ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 7, 2006 to Sep 28, 2009factForm ADV

Dated events

Occurred
Dec 14, 2023
Advisor changed firm
John David Gentry left Twelve Points Wealth Management for Rmr Wealth Builders, Inc. (registered 2024-11-06)
Form ADVobserved 4 days ago
Occurred
May 18, 2023
Advisor changed firm
John David Gentry left Asset Strategy Advisors, Llc for Twelve Points Wealth Management (registered 2023-06-02)
Form ADVobserved 4 days ago