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

FULCRUM WEALTH SYSTEMS, LLC

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

Jan 1, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Exams

S65

First exam

Jan 3, 2008

First registration

Feb 17, 2009

Dual registered

no

Other names

TOM MCDERMOTT

IAPD individual key

4369434

• Occurred

  Sep 1, 2023
  Advisor changed firm

  Thomas Jeffrey Mcdermott left Foundations Investment Advisors Llc for Fulcrum Wealth Systems, Llc (registered 2024-04-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e897d8c8-4006-7300-5ed3-72321d08e59d

First observed

Feb 17, 2009

Last observed

Sep 14, 2026 7 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.