DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at MARINER INSTITUTIONAL, LLC
Rockland, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MARINER INSTITUTIONAL, LLC | Other adviser | Mar 26, 2026 | n/a | yes | Rockland, MA | Current employment |
| FIRST NATIONAL ADVISORS LLC | Former SEC adviser | Nov 17, 2010 | Jan 13, 2026 | no | ROCKLAND, MA | Previous registration |
| USI ADVISORS | Institutional manager | Jan 5, 2010 | Dec 1, 2010 | no | WOBURN, MA | Previous registration |
| SENTINEL PENSION ADVISORS, LLC. | Institutional manager | Apr 12, 2006 | Oct 30, 2009 | no | WAKEFIELD, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST NATIONAL ADVISORS LLC | MARINER INSTITUTIONAL, LLC | Jan 13, 2026 | Mar 26, 2026 | 72 | Firm change | Other |
| USI ADVISORS | FIRST NATIONAL ADVISORS LLC | Dec 1, 2010 | Nov 17, 2010 | -14 | Firm change | Other |
| SENTINEL PENSION ADVISORS, LLC. | USI ADVISORS | Oct 30, 2009 | Jan 5, 2010 | 67 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120859:111964:MA:2026-01-13 | Jan 13, 2026 | Mar 26, 2026 | ROCKLAND, MA | Firm change |