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

THE MARSHALL FINANCIAL GROUP LLC

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

Jul 26, 1994earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jul 26, 1994

First registration

Feb 12, 2013

Dual registered

no

Other names

BARBY BARONE|BARBARA BARONE|BARBY WEIMAN|BARBARA WEIMAN|MARY AGNES WEIMAN|MARY A WEIMAN|BARBY WEIMAN|BARBARA WEIMAN

IAPD individual key

1141253

• Occurred

  Mar 26, 2025
  Advisor changed firm

  Mary Agnes Barone left Mutual Advisors, Llc for The Marshall Financial Group Llc (registered 2025-12-16)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e9dfe3c2-8e17-303c-71fb-71bf6d74d8f1

First observed

Feb 12, 2013

Last observed

Sep 14, 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.