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CRD 324631
MELBOURNE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-08-31 (filing); first seen by DFX 2026-09-15.
Dated 2026-05-28 (filing); first seen by DFX 2026-09-15.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER JOSEPH MARSICO | n/a | MELBOURNE, FL | Valencia, PA | 3 | 21 | 2 | no |
| JENNIFER LYNN SZEKLINSKI | n/a | New Berlin, WI | MELBOURNE, FL | 2 | 14 | 2 | no |
| KELLY T RENNER | Certified Financial Planner | Augusta, GA | MELBOURNE, FL | 2 | 24 | 2 | no |
| JASON LEE RENNER | n/a | Augusta, GA | MELBOURNE, FL | 2 | 14 | 1 | no |
| MELISSA B REAKTENWALT | n/a | Upper Marlboro, MD | MELBOURNE, FL | 2 | 17 | 5 | yes |
| STEPHEN PAUL FLORIO | n/a | MELBOURNE, FL | 2 | 42 | 7 | no |
| SCOTT ALLEN BLACKLEY | n/a | MELBOURNE, FL | FRIENDSWOOD, TX | 2 | 14 | 2 | no |
| MICHAEL TODD MARTIN | Chartered Financial Consultant | Worthington, OH | MELBOURNE, FL | 2 | 30 | 3 | no |
| RANDOLPH MICHAEL MARTIN | Certified Financial Planner | Worthington, OH | MELBOURNE, FL | 2 | 29 | 3 | no |
| FRANCES ANN TOLER | n/a | SILVER SPRING, MD | MELBOURNE, FL | 2 | 25 | 3 | no |
| Brandon Clark | n/a | MELBOURNE, FL | Silver Spring, MD | Phippsburg, ME | 2 | 10 | 2 | no |
| Gulielma Leonard Fager | Certified Financial Planner | MELBOURNE, FL | SILVER SPRING, MD | 2 | 11 | 1 | no |
| Gary Paul Diegert | Chartered Financial Analyst | Silver Spring, MD | MELBOURNE, FL | 1 | 14 | 2 | no |
| ANDREW JOHN EVANS | n/a | MELBOURNE, FL | Melbourne, FL | 1 | 22 | 6 | yes |
| ANTONIO REYNA | n/a | The Woodlands, TX | MELBOURNE, FL | 1 | 33 | 6 | no |
| ALAN RICHARD JOYCE | n/a | MELBOURNE, FL | Jacksonville, FL | 1 | 39 | 3 | no |
| Hazel Toler | n/a | Silver Spring, MD | 1 | 11 | n/a | no |
| DAVID DRUMMOND OSBORN | Certified Financial Planner | MELBOURNE, FL | LaPorte, IN | 1 | 40 | 1 | no |
| JOHN CHRISTOPHER ROY ANDREWS | n/a | Anchorage, AK | MELBOURNE, FL | 0 | 18 | 5 | no |
| NICOLA S NICHOL | Chartered Financial Analyst | MELBOURNE, FL | Fernandina, FL | 0 | 21 | 5 | no |
| JESSICA CLAIRE DILLON | n/a | Grinnell, IA | MELBOURNE, FL | 0 | 15 | 2 | no |
| Paige Linna Carlson | Chartered Financial Analyst | Ginnell, IA | MELBOURNE, FL | 0 | 12 | 1 | no |
| SHEPARD ALAN BUCKMAN | Chartered Financial Analyst | MELBOURNE, FL | New Orleans, LA | 0 | 26 | 7 | no |
| Briana Olivia D'Esposito | n/a | CARLSBAD, CA | MELBOURNE, FL | 0 | 13 | n/a | no |
| Marissa Harris | n/a | MELBOURNE, FL | Charlotte, NC | 0 | 20 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EVANS, ANDREW, JOHN | CEO, PRESIDENT | D | yes | 12/2022 | Jan 23, 2023 | Dec 13, 2024 |
| MARSICO, CHRISTOPHER, JOSEPH | Member | C | yes | 06/2023 | Jun 26, 2023 | Dec 13, 2024 |
| Stickelman, Alexandra, Rose Addington | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2024 | Sep 26, 2024 | Dec 13, 2024 |
| RENNER, JASON, LEE | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | Na | no | 12/2023 | Dec 26, 2023 | Dec 13, 2024 |
| RENNER, KELLY, T | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | Na | no | 12/2023 | Dec 26, 2023 | Dec 13, 2024 |
| SZEKLINSKI, JENNIFER, LYNN | EMPLOYEE OWNERSHIP - CLASS A AND B SHARES | Na | no | 11/2023 | Dec 26, 2023 | Dec 13, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SILVER SPRING | Md | United States | 4 | no |
| Augusta | Ga | United States | 2 | no |
| UPPER MARLBORO | Md | United States | 2 | yes |
| Columbus | Oh | United States | 2 | no |
| Valencia | Pa | United States | 2 | no |
| NEW BERLIN | Wi | United States | 2 | no |
| Carlsbad | CA | United States | 1 | no |
| Plantation | FL | United States | 1 | no |
| Friendswood | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 6, 2026 | $566M | $565M | 7 | 2 | 15 | n/a | n/a |
| 2024 | Apr 4, 2025 | $359M | $359M | 4 | 2 | 9 | n/a | n/a |
| 2023 | Mar 11, 2024 | $107M | $107M | 8 | 8 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 10 | 0 | 10 | 0.0% | 4 | 0 | 0 | 29 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $855M | $359M | 138.3% | n/a | n/a | 7 | 4 | 18 | 9 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| NEWEDGE ADVISORS | 2 | Aug 31, 2026 | Sep 8, 2026 | JUPITER, FL | Team lift out | Ibd to RIA | 0.3% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2 | Jan 7, 2026 | Jan 2, 2026 | GRINNELL, IA | Team lift out | Ibd to RIA | 0.1% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 4 | Aug 22, 2024 | Aug 16, 2024 | SILVER SPRING, MD | Team lift out | Ibd to RIA | 0.1% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2 | Jul 16, 2024 | Jul 2, 2024 | COLUMBUS, OH | Team lift out | Ibd to RIA | 0.1% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2 | Dec 11, 2023 | Dec 6, 2023 | AUGUSTA, GA | Team lift out | Ibd to new firm | 0.1% |