DFX Intelligence

Data Factory

RIA / WealthAdvisor18 years in industry

Mark Steven Robinson

Advisor at GRADIENT ADVISORS, LLC

Buffalo, MN | ARDEN HILLS, MN

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:7a9d32f5-60a1-a67b-62bf-0da6c5e771a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 4, 2013 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: GRADIENT ADVISORS, LLC
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: Sep 16, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 16, 2008
First registration: Dec 4, 2013
Dual registered: no
Other names: MARK S ROBINSON
IAPD individual key: 5520736

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
GRADIENT ADVISORS, LLC	Independent wealth	Apr 22, 2026	n/a	yes	Buffalo, MN\|ARDEN HILLS, MN	Current employment
RIA ADVISORY GROUP, LLC	Independent wealth	Feb 8, 2020	Nov 20, 2025	no	BUFFALO, MN\|DES MOINES, IA\|DES MOINES, IA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Sep 26, 2019	Feb 4, 2020	no	Buffalo, MN\|Minneapolis, MN\|Buffalo, MN	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	May 3, 2017	Sep 12, 2019	no	ST. LOUIS PARK, MN\|Buffalo, MN	Previous registration
JIM POE AND ASSOCIATES INC.	Former SEC adviser	Jan 13, 2017	Apr 12, 2017	no	Fort Worth, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Dec 4, 2013	Jun 6, 2016	no	Minneapolis, MN	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
RIA ADVISORY GROUP, LLC	GRADIENT ADVISORS, LLC	Nov 20, 2025	Apr 22, 2026	153	Firm change	RIA to RIA
MML INVESTORS SERVICES, LLC	RIA ADVISORY GROUP, LLC	Feb 4, 2020	Feb 8, 2020	4	Firm change	Ibd to RIA
PRUCO SECURITIES, LLC	MML INVESTORS SERVICES, LLC	Sep 12, 2019	Sep 26, 2019	14	Firm change	Ibd to ibd
JIM POE AND ASSOCIATES INC.	PRUCO SECURITIES, LLC	Apr 12, 2017	May 3, 2017	21	Firm change	Other
MML INVESTORS SERVICES, LLC	JIM POE AND ASSOCIATES INC.	Jun 6, 2016	Jan 13, 2017	221	Firm change	Other

Relationships

Registered with (5)

→ GRADIENT ADVISORS, LLCRegistered adviserregistration: current employment
Apr 22, 2026 to presentfactForm ADV
→ RIA ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Feb 8, 2020 to Nov 20, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Sep 26, 2019 to Feb 4, 2020factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
May 3, 2017 to Sep 12, 2019factForm ADV
→ JIM POE AND ASSOCIATES INC.Registered adviserregistration: previous registration
Jan 13, 2017 to Apr 12, 2017factForm ADV

Dated events

Occurred
Nov 20, 2025
Advisor changed firm
Mark Steven Robinson left Ria Advisory Group, Llc for Gradient Advisors, Llc (registered 2026-04-22)
Form ADVobserved 6 days ago