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

Mar 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Dec 16, 2019

First registration

Dec 17, 2019

Dual registered

no

Other names

JR Stewart

IAPD individual key

6334799

• Occurred

  Aug 11, 2026
  Advisor changed firm

  John Robin Stewart left Trb Wealth Management, Llc for Mariner (registered 2026-08-11)

  Form ADVobserved 4 days ago
• Occurred

  May 25, 2022
  Advisor changed firm

  John Robin Stewart left Dimensional Fund Advisors Lp for Trb Wealth Management, Llc (registered 2022-08-09)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:375f8784-92ca-12fb-7e86-d44aa9689676

First observed

Dec 17, 2019

Last observed

Sep 15, 2026 5 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.