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 INSTITUTIONAL, LLC

Current firm class

other adviserderived

Book size

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

Industry start

Sep 19, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

2

Registered states

1

Exams

S63|S65

First exam

Sep 19, 2007

First registration

Dec 24, 2020

Dual registered

no

Other names

KEVIN A TAKINEN

IAPD individual key

5407915

• Occurred

  Jul 30, 2026
  Advisor changed firm

  Kevin Adam Takinen left World Investment Advisors, Llc for Mariner (registered 2026-08-25)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:728b8695-8fd9-d571-8542-8a4be71e6749

First observed

Dec 24, 2020

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.