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

M FINANCIAL PLANNING SERVICES, INC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 1976earliest registration or exam on IAPD

Years in industry

50derivedfrom the industry start date

Years at current firm

32derivedfrom the current registration's begin date

Current registrations

2

Registered states

6

Designations

Chartered Financial Consultant

Exams

S63

First exam

Aug 27, 1986

Dual registered

yes, broker-dealer

Other names

TD MASSARO|TED MASSARO|THEODORE ROCCO MASSARO

IAPD individual key

841358

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df885c9e-119e-bb6f-32cb-3f9a67c150ee

First observed

Jun 1, 1976

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.