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

POST OAK PRIVATE WEALTH ADVISORS

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

Jul 17, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63

First exam

Jul 17, 1990

First registration

Nov 15, 2011

Dual registered

no

Other names

DAVID MARION

IAPD individual key

2003031

• Occurred

  Oct 2, 2025
  Advisor changed firm

  David Evan Marion left Santa Fe Advisors Llc for Post Oak Private Wealth Advisors (registered 2025-10-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a0e26b4e-ea43-84f5-dcf4-671c6a08b99f

First observed

Nov 15, 2011

Last observed

Sep 14, 2026 6 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.