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

NEWMAN DIGNAN & SHEERAR, INC

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

Aug 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Sep 6, 2013

First registration

Jan 10, 2014

Dual registered

no

Other names

PARKER MOFFETT|ROBERT P MOFFETT

IAPD individual key

5208466

• Occurred

  May 5, 2025
  Advisor changed firm

  Robert Parker Moffett left Olive Ridley Private Client Services Llc for Newman Dignan & Sheerar, Inc (registered 2025-05-05)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f67931bb-3e78-c902-8d85-dfc16a9654a6

First observed

Jan 10, 2014

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.