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

MARINER

Current firm class

broker-dealer affiliated wealth managerderived

Book size

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

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66

First exam

Aug 25, 2017

First registration

Aug 25, 2017

Dual registered

no

Other names

DAVID MARMOLEJOS

IAPD individual key

6810491

• Occurred

  Nov 15, 2022
  Advisor changed firm

  David Daniel Marmolejos left Verum Partners Llc for Mariner (registered 2023-01-19)

  Form ADVobserved 5 days ago
• Occurred

  Jul 1, 2022
  Advisor changed firm

  David Daniel Marmolejos left Vanguard Advisers, Inc. for Verum Partners Llc (registered 2022-07-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0c9bd249-d567-0f9c-14ce-67fe76b2f376

First observed

Aug 25, 2017

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.