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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

MARY SWANSON DILLON

Advisor at FINANCIAL SECURITY ADVISORY INC

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:62024f41-196d-372b-37b4-04c1e6b1fbad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 7, 1997 to Sep 14, 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: FINANCIAL SECURITY ADVISORY INC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 6
Designations: Certified Financial Planner
Exams: S63
First exam: Oct 1, 1986
First registration: Jul 7, 1997
Dual registered: yes, broker-dealer
Other names: MARY VIRGINIA DILLON|MARY V SWANSON|MARY VIRGINIA SWANSON
IAPD individual key: 1568379

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
FINANCIAL SECURITY ADVISORY INC	Independent wealth	Jul 31, 2003	n/a	yes	VIRGINIA BEACH, VA	Current employment
DUKES & CO ADVISORY, INC.	n/a	Jul 7, 1997	Jul 31, 2003	no	VIRGINIA BEACH, VA	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
DUKES & CO ADVISORY, INC.	FINANCIAL SECURITY ADVISORY INC	Jul 31, 2003	Jul 31, 2003	0	Firm change	Other

Relationships

Registered with (2)

→ FINANCIAL SECURITY ADVISORY INCRegistered adviserregistration: current employment
Jul 31, 2003 to presentfactForm ADV
→ DUKES & CO ADVISORY, INC.Registered adviserregistration: previous registration
Jul 7, 1997 to Jul 31, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62024f41-196d-372b-37b4-04c1e6b1fbad
First observed: Jul 7, 1997
Last observed: Sep 14, 2026 7 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.

MARY SWANSON DILLON

Advisor at FINANCIAL SECURITY ADVISORY INC

VIRGINIA BEACH, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:62024f41-196d-372b-37b4-04c1e6b1fbad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

FINANCIAL SECURITY ADVISORY INC

Independent wealth

Jul 31, 2003

n/a

yes

VIRGINIA BEACH, VA

Current employment

DUKES & CO ADVISORY, INC.

n/a

Jul 7, 1997

Jul 31, 2003

VIRGINIA BEACH, VA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

DUKES & CO ADVISORY, INC.

FINANCIAL SECURITY ADVISORY INC

Jul 31, 2003

Firm change

Other