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

INVESTOR FAN

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

Dec 1, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S65

First exam

Feb 24, 2025

First registration

May 13, 2025

Dual registered

no

Other names

Meg Hoffmaster|MARGARET SUSAN HOFFMASTER|Meg Connelly|Margaret S Connelly

IAPD individual key

2644738

• Occurred

  Jan 20, 2026
  Advisor changed firm

  Margaret Hoffmaster Connelly left Equita Financial Network, Inc. for Investor Fan (registered 2025-12-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d63601b3-98e3-0c9e-29ee-05186367df7b

First observed

May 13, 2025

Last observed

Sep 15, 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.