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 WEALTH

Current firm class

no raum reportedderived

Book size

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

Industry start

Jul 1, 1998earliest registration or exam on IAPD

Years in industry

28derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

May 20, 2014

First registration

Jul 15, 2014

Dual registered

no

Other names

Donna Jeanette Coker|Donna Jeanette Richie

IAPD individual key

6370468

• Occurred

  Aug 20, 2024
  Advisor changed firm

  Donna Jeanette Briggs left Avantax Planning Partners, Inc. for Mariner Wealth (registered 2024-08-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8c83ac7a-3d03-6cac-8ebc-5a7e9416ece5

First observed

Jul 15, 2014

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.