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

M & I FINANCIAL PLANNING SERVICES

Current firm class

state registeredderived

Book size

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

Industry start

Apr 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Aug 13, 1996

First registration

Jun 2, 1997

Dual registered

no

Other names

MARINA ESTELLA DELANEY

IAPD individual key

2748833

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3e3c7d10-42d1-56df-efbb-c35751b54df6

First observed

Jun 2, 1997

Last observed

Sep 14, 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.