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RIA / WealthAdvisor16 years in industry

MARK DANIEL MAGARIAN

Advisor at PINE VALLEY INVESTMENTS

San Antonio, TX | MARLTON, NJ

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Search this name across graphsid dfx:ria:12d10e91-689d-598a-d8fa-2bfe5bbf50df

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 15, 2010 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: PINE VALLEY INVESTMENTS
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: Jul 12, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jul 12, 2010
First registration: Jul 15, 2010
Dual registered: no
Other names: MARK D MAGARIAN
IAPD individual key: 5800263

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
PINE VALLEY INVESTMENTS	Independent wealth	Apr 26, 2023	n/a	yes	San Antonio, TX\|MARLTON, NJ	Current employment
WELLS FARGO ADVISORS	Wirehouse	Mar 11, 2019	Sep 14, 2022	no	SAN ANTONIO, TX	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Jul 11, 2014	Mar 20, 2019	no	SAN ANTONIO, TX	Previous registration
MORGAN STANLEY	Wirehouse	Jul 15, 2010	Jul 15, 2014	no	San Antonio, TX\|SAN ANTONIO, TX	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	PINE VALLEY INVESTMENTS	Sep 14, 2022	Apr 26, 2023	224	Firm change	Wirehouse to RIA
UBS FINANCIAL SERVICES INC.	WELLS FARGO ADVISORS	Mar 20, 2019	Mar 11, 2019	-9	Firm change	Wirehouse to wirehouse
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Jul 15, 2014	Jul 11, 2014	-4	Firm change	Wirehouse to wirehouse

Relationships

Registered with (4)

→ PINE VALLEY INVESTMENTSRegistered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 11, 2019 to Sep 14, 2022factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jul 11, 2014 to Mar 20, 2019factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 15, 2010 to Jul 15, 2014factForm ADV

Dated events

Occurred
Mar 30, 2026
Advisor owns new adviser
Mark Daniel Magarian, registered through Pine Valley Investments (Marlton, NJ), is a direct owner of Magarian Capital Management, LLC, an adviser first registered 2026-03-30; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing
Form ADVobserved 5 days ago
Occurred
Sep 14, 2022
Advisor changed firm
Mark Daniel Magarian left Wells Fargo Advisors for Pine Valley Investments (registered 2023-04-26)
Form ADVobserved 5 days ago