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

PINE VALLEY INVESTMENTS

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

Feb 14, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S65

First exam

Feb 14, 2013

First registration

Dec 23, 2014

Dual registered

no

IAPD individual key

5234497

• Occurred

  Mar 30, 2026
  Advisor owns new adviser

  Harry Edward Morad, registered through Pine Valley Investments (Marlton, NJ), is a direct owner of Magarian Capital Management, LLC, an adviser first registered 2026-03-30; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:efe04dc5-4f9c-65c2-ff28-d12837a6f8d8

First observed

Dec 23, 2014

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.