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RIA / WealthAdvisorCertified Financial Planner19 years in industry

MILDRED LOUISE MARQUEZ SANTOS

Advisor at COMMON CENTS PLANNING

GLEN MILLS, PA

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Search this name across graphsid dfx:ria:aa3d711d-63fc-e1b9-edf4-c22e5a41a73b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 3, 2011 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: COMMON CENTS PLANNING
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 19, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jul 19, 2007
First registration: Jan 3, 2011
Dual registered: no
Other names: MILDRED SANTOS|MILDRED LOUISE MARQUEZ SANTOS|MILDRED MARQUEZ SANTOS
IAPD individual key: 5339351

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
COMMON CENTS PLANNING	Independent wealth	Jun 8, 2026	n/a	yes	GLEN MILLS, PA	Current employment
KATHMERE CAPITAL MANAGEMENT, LLC	Independent wealth	Jul 24, 2025	Dec 31, 2025	no	WAYNE, PA	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Apr 6, 2018	Oct 7, 2020	no	Malvern, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Apr 12, 2013	Mar 19, 2018	no	POTTSTOWN, PA\|BERWYN, PA\|PHOENIXVILLE, PA\|FRAZER, PA\|COLLEGEVILLE, PA	Previous registration
SANTANDER SECURITIES	Bd affiliated wealth	Sep 19, 2012	Apr 10, 2013	no	Philadelphia, PA\|Philadelphia, PA\|Philadelphia, PA\|Philadelphia, PA\|PHILADELPHIA, PA\|BOSTON, MA\|Ardmore, PA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 3, 2011	Sep 19, 2012	no	WAYNE, PA\|WILMINGTON, DE\|DEVON, PA\|SPRINGFIELD, PA\|VILLANOVA, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA\|PHILADELPHIA, PA	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
KATHMERE CAPITAL MANAGEMENT, LLC	COMMON CENTS PLANNING	Dec 31, 2025	Jun 8, 2026	159	Firm change	RIA to RIA
VANGUARD ADVISERS, INC.	KATHMERE CAPITAL MANAGEMENT, LLC	Oct 7, 2020	Jul 24, 2025	1,751	Firm change after gap	Ibd to RIA
PNC WEALTH MANAGEMENT	VANGUARD ADVISERS, INC.	Mar 19, 2018	Apr 6, 2018	18	Firm change	Ibd to ibd
SANTANDER SECURITIES	PNC WEALTH MANAGEMENT	Apr 10, 2013	Apr 12, 2013	2	Firm change	Other
LPL FINANCIAL LLC	SANTANDER SECURITIES	Sep 19, 2012	Sep 19, 2012	0	Bulk transfer	Other

Relationships

Registered with (6)

→ COMMON CENTS PLANNINGRegistered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ KATHMERE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 24, 2025 to Dec 31, 2025factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Apr 6, 2018 to Oct 7, 2020factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 12, 2013 to Mar 19, 2018factForm ADV
→ SANTANDER SECURITIESRegistered adviserregistration: previous registration
Sep 19, 2012 to Apr 10, 2013factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 3, 2011 to Sep 19, 2012factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Mildred Louise Marquez Santos left Kathmere Capital Management, Llc for Common Cents Planning (registered 2026-06-08)
Form ADVobserved 6 days ago