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

CONRAD SIEGEL INVESTMENT ADVISORS

Current firm class

institutional managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 16, 2024

First registration

Sep 3, 2024

Dual registered

no

Other names

Mark Skolka|Mark Daniel Skolka

IAPD individual key

7689950

• Occurred

  May 14, 2026
  Advisor changed firm

  Mark Daniel Skolka left Merit Financial Advisors for Conrad Siegel Investment Advisors (registered 2026-06-04)

  Form ADVobserved 5 days ago
• Occurred

  Feb 11, 2025
  Advisor changed firm

  Mark Daniel Skolka left Osaic Advisory Services, Llc for Merit Financial Advisors (registered 2025-02-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:02b89ee3-bc66-2786-76d8-0ce5fd233fa5

First observed

Sep 3, 2024

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.