DFX Intelligence
Advisors
Advisors registered through FacetAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
87 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Eric Karl Reinhold Masch Certified Financial Planner | Facet independent RIA | Davis, Ca | Oct 9, 2020 | 14 y | 1 | 2 |
| David Mawhinney Certified Financial Planner | Facet independent RIA | Orem, Ut | Nov 8, 2023 | 26 y | 3 | 2 |
| Leslie Mccullough Certified Financial Planner | Facet independent RIA | West Palm Beach, Fl | Jun 4, 2025 | 12 y | 0 | 2 |
| C•••••• A••••• M••••••• Certified Financial Planner | F•••• independent RIA | Murrells Inlet, Sc | Jun 12, 2026 | 10 y | 3 | 2 |
| M•••• J••••• M•••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jul 2, 2025 | 11 y | 2 | 1 |
| A•••••• M•••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jul 10, 2026 | 19 y | 0 | 2 |
| K••• J• M•••• Certified Financial Planner | F•••• independent RIA | Austin, Tx | May 27, 2026 | 10 y | 2 | 1 |
| C••••••••• J•••• M•••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Oct 8, 2021 | 10 y | 2 | 2 |
| C•••••• J•••• M••••• Certified Financial Planner | F•••• independent RIA | Austin, Tx | Apr 17, 2026 | 18 y | 0 | 1 |
| A••••• R•• M•••• Certified Financial Planner | F•••• independent RIA | Gilbert, Az | Jan 22, 2025 | 10 y | 2 | 2 |
| N•••• A••• N••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Feb 27, 2026 | 25 y | 7 | 2 |
| J••••• L••••••• O•••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Apr 17, 2026 | 11 y | 4 | 2 |
| M••••••• L••••• P••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Mar 20, 2026 | 15 y | 2 | 2 |
| J••••• I•••• P•••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jun 22, 2026 | 10 y | 2 | 2 |
| L•••• M• P•••••••• Certified Financial Planner | F•••• independent RIA | Nashville, Tn | Mar 11, 2026 | 10 y | 1 | 2 |
| S••• W•••••• P••••• Certified Financial Planner | F•••• independent RIA | Charlotte, Nc | Jan 21, 2022 | 10 y | 1 | 2 |
| A•••••• A••••••••• R••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Aug 18, 2026 | 33 y | 2 | 2 |
| S•••• R••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jul 30, 2026 | 19 y | 8 | 2 |
| P•••••• C•••••• S•••• Certified Financial Planner | F•••• independent RIA | Springfield, Pa | Sep 1, 2021 | 10 y | 2 | 2 |
| R••• S••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jun 12, 2026 | 11 y | 4 | 2 |
| A••••• D•••• S•••• Certified Financial Planner | F•••• independent RIA | Austin, Tx | Jun 22, 2026 | 11 y | 5 | 1 |
| J••••• A•••• S•••• Certified Financial Planner | F•••• independent RIA | Memphis, Tn | Oct 13, 2020 | 28 y | 3 | 2 |
| K•••• S•••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jul 15, 2026 | 17 y | 5 | 2 |
| F•••••••• H••• S•••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | May 28, 2026 | 15 y | 4 | 2 |
| J••••••• C••••••• T••• Certified Financial Planner | F•••• independent RIA | Boca Raton, Fl | Oct 6, 2022 | 25 y | 1 | 2 |
| B••••••• T••••• Certified Financial Planner | F•••• independent RIA | Ft. Collins, Co | Oct 6, 2022 | 11 y | 0 | 2 |
| H••••• L••• T••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jul 30, 2026 | 11 y | 2 | 2 |
| A•••• R•••••• V••• Certified Financial Planner | F•••• independent RIA | Lilburn, Ga | Aug 18, 2026 | 16 y | 3 | 2 |
| M••••• L•••••• W••••• Certified Financial Planner | F•••• independent RIA | St. Louis, Mo | Apr 7, 2021 | 11 y | 0 | 2 |
| B•••• C••••••••• W••••• Certified Financial Planner | F•••• independent RIA | Spokane, Wa | Sep 15, 2020 | 15 y | 4 | 2 |
| B•••• M••••••• W•••• Certified Financial Planner, Chartered Financial Consultant | F•••• independent RIA | St Petersburg, Fl | Mar 1, 2021 | 20 y | 2 | 2 |
| D••••• L•• W•••• Certified Financial Planner | F•••• independent RIA | Glendale, Az | Aug 10, 2026 | 20 y | 5 | 2 |
| A•••••••• V••••••• W••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Sep 24, 2020 | 10 y | 1 | 2 |
| D•••• F•••• W•••• Certified Financial Planner | F•••• independent RIA | Manassas, Va | Nov 7, 2017 | 28 y | 3 | 2 |
| A••• W••••••••• Certified Financial Planner | F•••• independent RIA | Capitol Heights, Md | Jun 9, 2023 | 16 y | 0 | 2 |
| D•••• E•••• W•••• Certified Financial Planner | F•••• independent RIA | Earlysville, Va | Jul 9, 2026 | 26 y | 9 | 2 |
| M•••••• W•••••••• Certified Financial Planner | F•••• independent RIA | West Palm Beach, Fl | Jul 30, 2026 | 10 y | 2 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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