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RIA / WealthAdvisorPersonal Financial Specialist29 years in industry

CHRIS JOSEPH ROE

Advisor at MAGNOLIA PRIVATE WEALTH, LLC

PHILADELPHIA, PA | Presto, PA

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Search this name across graphsid dfx:ria:f557bfa0-e3ac-cb31-3cfd-843149835b38

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 29, 2004 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MAGNOLIA PRIVATE WEALTH, 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: Apr 26, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Personal Financial Specialist
Exams: S66|S63
First exam: Apr 26, 1997
First registration: Oct 29, 2004
Dual registered: no
IAPD individual key: 2865667

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAGNOLIA PRIVATE WEALTH, LLC	Independent wealth	Dec 5, 2024	n/a	yes	Presto, PA\|PHILADELPHIA, PA	Current employment
RX WEALTH ADVISORS, LLC	n/a	Nov 5, 2018	Dec 31, 2024	no	PRESTO, PA	Previous registration
FRAGASSO FINANCIAL ADVISORS	Independent wealth	Jun 7, 2005	Oct 1, 2010	no	BRIDGEVILLE, PA	Previous registration
WALDRON PRIVATE WEALTH	Independent wealth	Oct 29, 2004	Jan 24, 2022	no	BRIDGEVILLE, PA\|Washington, DC\|BRIDGEVILLE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RX WEALTH ADVISORS, LLC	MAGNOLIA PRIVATE WEALTH, LLC	Dec 31, 2024	Dec 5, 2024	-26	Firm change	Other
WALDRON PRIVATE WEALTH	FRAGASSO FINANCIAL ADVISORS	Jan 24, 2022	Jun 7, 2005	-6,075	Firm change after gap	Other
FRAGASSO FINANCIAL ADVISORS	RX WEALTH ADVISORS, LLC	Oct 1, 2010	Nov 5, 2018	2,957	Firm change after gap	Other

Relationships

Registered with (4)

→ MAGNOLIA PRIVATE WEALTH, LLCRegistered adviserregistration: current employment
Dec 5, 2024 to presentfactForm ADV
→ RX WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 5, 2018 to Dec 31, 2024factForm ADV
→ WALDRON PRIVATE WEALTHRegistered adviserregistration: previous registration
Oct 29, 2004 to Jan 24, 2022factForm ADV
→ FRAGASSO FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 7, 2005 to Oct 1, 2010factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Chris Joseph Roe left Rx Wealth Advisors, Llc for Magnolia Private Wealth, Llc (registered 2024-12-05)
Form ADVobserved 4 days ago
Occurred
Jan 24, 2022
Advisor changed firm
Chris Joseph Roe left Waldron Private Wealth for Fragasso Financial Advisors (registered 2005-06-07)
Form ADVobserved 4 days ago