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

Feb 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Jul 19, 2017

First registration

Jul 21, 2017

Dual registered

no

IAPD individual key

6741600

• Occurred

  Mar 18, 2024
  Advisor changed firm

  Myles Waltonbaugh-Clements left Fort Pitt Capital Group, Llc for Mariner (registered 2024-03-19)

  Form ADVobserved 5 days ago
• Occurred

  Sep 2, 2022
  Advisor changed firm

  Myles Waltonbaugh-Clements left Ameriprise Financial Services, Llc for Fort Pitt Capital Group, Llc (registered 2022-08-31)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4850e67e-3406-8d50-904e-ca487a612668

First observed

Jul 21, 2017

Last observed

Sep 14, 2026 6 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.