DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Monica M Garver
Certified Financial Planner
Feed of 09/15/2026
Also filed as Monica Maslar
At current firm
0 y
since Nov 11, 2025
In the industry
27 y
since May 17, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Nov 11, 2025 · Johnstown, Pa
- Mckinley Carter Wealth Services, Inc. independent RIAAug 17, 2019 to Nov 21, 2025 · Wheeling, Wv
- Rtd Financial Advisors Inc independent RIAJul 16, 2014 to Aug 14, 2019 · Philadelphia, Pa
- Nrp Advisors, Inc. unclassifiedMar 11, 2009 to Nov 3, 2009 · Johnstown, Pa
- Primesolutions Advisors, LLC institutionalMar 21, 2001 to Jul 2, 2014 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Mckinley Carter Wealth Services, Inc. to Cambridge Investment Research Advisors, Inc.left Nov 21, 2025, registered Nov 11, 2025 (-10 days) · RIA to affiliated broker-dealer or bank
- Rtd Financial Advisors Inc to Mckinley Carter Wealth Services, Inc.left Aug 14, 2019, registered Aug 17, 2019 (3 days) · RIA to RIA
- Primesolutions Advisors, LLC to Nrp Advisors, Inc.left Jul 2, 2014, registered Mar 11, 2009 (-1939 days) · Other
- Nrp Advisors, Inc. to Rtd Financial Advisors Incleft Nov 3, 2009, registered Jul 16, 2014 (1716 days) · Other
Signals
- Monica M Garver left Mckinley Carter Wealth Services, Inc. for Cambridge Investment Research Advisors, Inc. (registered 2025-11-11)Nov 21, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address