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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Zachary John Joiner

Advisor at MARINER

Edwardsville, IL | Brentwood, MO

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Search this name across graphsid dfx:ria:3a18f8ba-e032-aaf5-35e1-6d3da18c60c3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2012 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: 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 28, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 28, 2012
First registration: Aug 29, 2012
Dual registered: no
Other names: ZACHARY JOINER|ZACHARY JOHN JOINER|ZACH JOINER
IAPD individual key: 5631960

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
Mariner	Bd affiliated wealth	Jun 3, 2025	n/a	yes	Edwardsville, IL\|Brentwood, MO	Current employment
SPIRE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jan 18, 2022	May 29, 2025	no	Edwardsville, IL\|Clayton, MO	Previous registration
MEREDITH WEALTH PLANNING	Independent wealth	Jul 13, 2021	Jan 3, 2022	no	MARYVILLE, IL	Previous registration
ARCHFORD CAPITAL STRATEGIES, LLC	Independent wealth	Dec 20, 2019	Feb 9, 2021	no	SWANSEA, IL	Previous registration
CAMBRIDGE CAPITAL MANAGEMENT, LLC	Independent wealth	Mar 20, 2014	Oct 23, 2019	no	O'FALLON, IL	Previous registration
FIRST BROKERAGE AMERICA, L.L.C.	n/a	Jan 2, 2013	Mar 18, 2014	no	CLAYTON, MO\|CLAYTON, MO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Aug 29, 2012	Jan 2, 2013	no	Swansea, IL	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
SPIRE WEALTH MANAGEMENT, LLC	Mariner	May 29, 2025	Jun 3, 2025	5	Firm change	Ibd to ibd
MEREDITH WEALTH PLANNING	SPIRE WEALTH MANAGEMENT, LLC	Jan 3, 2022	Jan 18, 2022	15	Firm change	RIA to ibd
ARCHFORD CAPITAL STRATEGIES, LLC	MEREDITH WEALTH PLANNING	Feb 9, 2021	Jul 13, 2021	154	Firm change	RIA to RIA
CAMBRIDGE CAPITAL MANAGEMENT, LLC	ARCHFORD CAPITAL STRATEGIES, LLC	Oct 23, 2019	Dec 20, 2019	58	Firm change	RIA to RIA
FIRST BROKERAGE AMERICA, L.L.C.	CAMBRIDGE CAPITAL MANAGEMENT, LLC	Mar 18, 2014	Mar 20, 2014	2	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	FIRST BROKERAGE AMERICA, L.L.C.	Jan 2, 2013	Jan 2, 2013	0	Firm change	Other

Relationships

Registered with (7)

→ MARINERRegistered adviserregistration: current employment
Jun 3, 2025 to presentfactForm ADV
→ SPIRE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 18, 2022 to May 29, 2025factForm ADV
→ MEREDITH WEALTH PLANNINGRegistered adviserregistration: previous registration
Jul 13, 2021 to Jan 3, 2022factForm ADV
→ ARCHFORD CAPITAL STRATEGIES, LLCRegistered adviserregistration: previous registration
Dec 20, 2019 to Feb 9, 2021factForm ADV
→ CAMBRIDGE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 20, 2014 to Oct 23, 2019factForm ADV
→ FIRST BROKERAGE AMERICA, L.L.C.Registered adviserregistration: previous registration
Jan 2, 2013 to Mar 18, 2014factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 29, 2012 to Jan 2, 2013factForm ADV

Dated events

Occurred
May 29, 2025
Advisor changed firm
Zachary John Joiner left Spire Wealth Management, Llc for Mariner (registered 2025-06-03)
Form ADVobserved 3 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Zachary John Joiner left Meredith Wealth Planning for Spire Wealth Management, Llc (registered 2022-01-18)
Form ADVobserved 3 days ago