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

DIRECT FINANCIAL CARE

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

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Nov 29, 2021

First registration

Nov 30, 2021

Dual registered

no

Other names

Rose Wilson

IAPD individual key

7391138

• Occurred

  Nov 6, 2023
  Advisor changed firm

  Rosemarie Elizabeth Porter left Mcclarren Financial Advisors for Direct Financial Care (registered 2025-05-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d151de60-f8a1-a7ac-7dfc-633cebb301cf

First observed

Nov 30, 2021

Last observed

Sep 15, 2026 5 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.