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RIA / WealthAdvisor18 years in industry

MITCHELL MARRIOTT

Advisor at DECKER RETIREMENT PLANNING INC.

Mill Vally, CA | LEHI, UT

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Search this name across graphsid dfx:ria:072c0d50-0ef1-ac24-59a9-1b9af4dc730c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2008 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DECKER RETIREMENT PLANNING 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: Feb 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Feb 12, 2008
First registration: Feb 13, 2008
Dual registered: no
Other names: MITCHELL EUGENE MARRIOTT
IAPD individual key: 5440188

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DECKER RETIREMENT PLANNING INC.	Independent wealth	Sep 18, 2025	n/a	yes	LEHI, UT\|Mill Vally, CA	Current employment
WELLS FARGO ADVISORS	Wirehouse	Sep 19, 2019	Nov 15, 2024	no	SAN FRANCISCO, CA\|SAN JOSE, CA\|CORTE MADERA, CA	Previous registration
ALPHA WEALTH MANAGEMENT AND PLANNING LLC	Independent wealth	Jan 9, 2015	Aug 7, 2019	no	NOVATO, CA	Previous registration
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Sep 13, 2013	Nov 17, 2014	no	ST. PAUL, MN\|KENTFIELD, CA\|MILL VALLEY, CA\|TIBURON, CA\|CORTE MADERA, CA\|SAN RAFAEL, CA\|SAN ANSELMO, CA\|MILL VALLEY, CA\|SAN RAFAEL, CA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jun 29, 2012	Aug 1, 2013	no	MILL VALLEY, CA\|SAN ANSELMO, CA\|Novato, CA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jul 21, 2009	Apr 11, 2012	no	LARKSPUR, CA\|SAN RAFAEL, CA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 13, 2008	May 13, 2009	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	DECKER RETIREMENT PLANNING INC.	Nov 15, 2024	Sep 18, 2025	307	Firm change	Wirehouse to RIA
ALPHA WEALTH MANAGEMENT AND PLANNING LLC	WELLS FARGO ADVISORS	Aug 7, 2019	Sep 19, 2019	43	Firm change	RIA to wirehouse
U.S. BANCORP ADVISORS, LLC	ALPHA WEALTH MANAGEMENT AND PLANNING LLC	Nov 17, 2014	Jan 9, 2015	53	Firm change	Other
U.S. BANCORP INVESTMENTS, INC.	U.S. BANCORP ADVISORS, LLC	Aug 1, 2013	Sep 13, 2013	43	Firm change	Other
CETERA INVESTMENT ADVISERS LLC	U.S. BANCORP INVESTMENTS, INC.	Apr 11, 2012	Jun 29, 2012	79	Firm change	Other
UBS FINANCIAL SERVICES INC.	CETERA INVESTMENT ADVISERS LLC	May 13, 2009	Jul 21, 2009	69	Firm change	Other

Relationships

Registered with (7)

→ DECKER RETIREMENT PLANNING INC.Registered adviserregistration: current employment
Sep 18, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 19, 2019 to Nov 15, 2024factForm ADV
→ ALPHA WEALTH MANAGEMENT AND PLANNING LLCRegistered adviserregistration: previous registration
Jan 9, 2015 to Aug 7, 2019factForm ADV
→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 13, 2013 to Nov 17, 2014factForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jun 29, 2012 to Aug 1, 2013factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jul 21, 2009 to Apr 11, 2012factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 13, 2008 to May 13, 2009factForm ADV

Dated events

Occurred
Nov 15, 2024
Advisor changed firm
Mitchell Marriott left Wells Fargo Advisors for Decker Retirement Planning Inc. (registered 2025-09-18)
Form ADVobserved 6 days ago