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RIA / WealthAdvisor19 years in industry

VIRGIL SHANE WIMBERLY

Advisor at MARINER

Phoenix, AZ | Park City, UT

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Search this name across graphsid dfx:ria:9ec889c9-d723-9a8f-940c-9aa6224a197e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Dec 11, 2006 to Sep 15, 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: MARINER
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 9, 2006
First registration: Dec 11, 2006
Dual registered: no
Other names: VIRGIL SHANE WIMBERLY|VIRGIL S WIMBERLY
IAPD individual key: 4919118

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
Mariner	Bd affiliated wealth	May 4, 2022	n/a	yes	Phoenix, AZ\|Park City, UT	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Sep 6, 2019	Apr 19, 2022	no	Phoenix, AZ\|Phoenix, AZ	Previous registration
BEAUMONT FINANCIAL PARTNERS LLC	Former SEC adviser	Jan 22, 2018	Jul 31, 2019	no	Phoenix, AZ\|NEEDHAM, MA	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Sep 15, 2009	Jan 19, 2018	no	PHOENIX, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 25, 2008	Sep 3, 2009	no	DALLAS, TX\|SCOTTSDALE, AZ	Previous registration
VISION ASSET MANAGEMENT INC	n/a	Jan 10, 2008	Sep 5, 2008	no	ROSEMONT, IL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Apr 2, 2007	Jan 8, 2008	no	WILLOWBROOK, IL	Previous registration
CITICORP INVESTMENT SERVICES	n/a	Dec 11, 2006	Apr 3, 2007	no	RIVERFOREST, IL	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
EDELMAN FINANCIAL ENGINES	Mariner	Apr 19, 2022	May 4, 2022	15	Firm change	RIA to ibd
BEAUMONT FINANCIAL PARTNERS LLC	EDELMAN FINANCIAL ENGINES	Jul 31, 2019	Sep 6, 2019	37	Firm change	RIA to RIA
EDELMAN FINANCIAL ENGINES	BEAUMONT FINANCIAL PARTNERS LLC	Jan 19, 2018	Jan 22, 2018	3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EDELMAN FINANCIAL ENGINES	Sep 3, 2009	Sep 15, 2009	12	Firm change	Other
VISION ASSET MANAGEMENT INC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 5, 2008	Sep 25, 2008	20	Firm change	Other
A. G. EDWARDS & SONS, INC.	VISION ASSET MANAGEMENT INC	Jan 8, 2008	Jan 10, 2008	2	Firm change	Other
CITICORP INVESTMENT SERVICES	A. G. EDWARDS & SONS, INC.	Apr 3, 2007	Apr 2, 2007	-1	Firm change	Other

Relationships

Registered with (7)

→ MARINERRegistered adviserregistration: current employment
May 4, 2022 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Sep 6, 2019 to Apr 19, 2022factForm ADV
→ BEAUMONT FINANCIAL PARTNERS LLCRegistered adviserregistration: previous registration
Jan 22, 2018 to Jul 31, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 25, 2008 to Sep 3, 2009factForm ADV
→ VISION ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Jan 10, 2008 to Sep 5, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Apr 2, 2007 to Jan 8, 2008factForm ADV
→ CITICORP INVESTMENT SERVICESRegistered adviserregistration: previous registration
Dec 11, 2006 to Apr 3, 2007factForm ADV

Dated events

Occurred
Apr 19, 2022
Advisor changed firm
Virgil Shane Wimberly left Edelman Financial Engines for Mariner (registered 2022-05-04)
Form ADVobserved 6 days ago