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RIA / WealthAdvisorCertified Financial Planner36 years in industry

MARK PETER JANCI

Advisor at HALBERT HARGROVE

LONG BEACH, CA | BELLEVUE, WA

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Search this name across graphsid dfx:ria:7a609818-0469-b8a5-8b7c-efdf159dffe3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2002 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: HALBERT HARGROVE
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: Aug 2, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Aug 2, 1990
First registration: Mar 11, 2002
Dual registered: no
IAPD individual key: 2078142

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
HALBERT HARGROVE	Independent wealth	Oct 18, 2005	n/a	yes	LONG BEACH, CA\|BELLEVUE, WA	Current employment
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Dec 19, 2003	Sep 16, 2005	no	BELLEVUE, WA	Previous registration
NETWORK PLANNING ADVISORS, L.L.C.	n/a	May 10, 2002	Sep 21, 2005	no	BELLEVUE, WA	Previous registration
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	n/a	Mar 11, 2002	Dec 31, 2005	no	MILWAUKEE, WI	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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY	NETWORK PLANNING ADVISORS, L.L.C.	Dec 31, 2005	May 10, 2002	-1,331	Firm change after gap	Other
NETWORK PLANNING ADVISORS, L.L.C.	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Sep 21, 2005	Dec 19, 2003	-642	Firm change after gap	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	HALBERT HARGROVE	Sep 16, 2005	Oct 18, 2005	32	Firm change	Other

Relationships

Registered with (4)

→ HALBERT HARGROVERegistered adviserregistration: current employment
Oct 18, 2005 to presentfactForm ADV
→ NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANYRegistered adviserregistration: previous registration
Mar 11, 2002 to Dec 31, 2005factForm ADV
→ NETWORK PLANNING ADVISORS, L.L.C.Registered adviserregistration: previous registration
May 10, 2002 to Sep 21, 2005factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Dec 19, 2003 to Sep 16, 2005factForm ADV

Dated events

No dated event names this entity yet.