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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Wade Bilbrey

Advisor at MARINER

Nashville, TN | Memphis, TN

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Search this name across graphsid dfx:ria:bb52be72-1a20-71b0-c432-e60841b70ebe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 22, 2015 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: 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: Jun 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 21, 2015
First registration: May 22, 2015
Dual registered: no
Other names: WADE ALEXANDER BILBREY
IAPD individual key: 6355014

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 9, 2025	n/a	yes	Nashville, TN\|Nashville, TN\|Memphis, TN	Current employment
Captrust	Institutional manager	Dec 21, 2022	Apr 16, 2025	no	Brentwood, TN	Previous registration
TRUSTCORE FINANCIAL SERVICES, LLC	Former SEC adviser	Dec 22, 2021	Mar 20, 2023	no	BRENTWOOD, TN	Previous registration
PROVIDENT WEALTH MANAGEMENT, LLC	Independent wealth	Oct 30, 2017	Nov 29, 2021	no	BRENTWOOD, TN	Previous registration
PROVIDENT WEALTH MANAGEMENT, LLC	Independent wealth	Oct 30, 2017	Dec 31, 2017	no	BRENTWOOD, TN	Previous registration
WADDELL & REED	Former SEC adviser	May 22, 2015	Aug 10, 2017	no	NASHVILLE, TN	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
Captrust	Mariner	Apr 16, 2025	May 9, 2025	23	Firm change	Other
TRUSTCORE FINANCIAL SERVICES, LLC	Captrust	Mar 20, 2023	Dec 21, 2022	-89	Bulk transfer	Other
PROVIDENT WEALTH MANAGEMENT, LLC	TRUSTCORE FINANCIAL SERVICES, LLC	Nov 29, 2021	Dec 22, 2021	23	Firm change	RIA to RIA
WADDELL & REED	PROVIDENT WEALTH MANAGEMENT, LLC	Aug 10, 2017	Oct 30, 2017	81	Firm change	Other

Relationships

Registered with (5)

→ MARINERRegistered adviserregistration: current employment
May 9, 2025 to presentfactForm ADV
→ CAPTRUSTRegistered adviserregistration: previous registration
Dec 21, 2022 to Apr 16, 2025factForm ADV
→ TRUSTCORE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 22, 2021 to Mar 20, 2023factForm ADV
→ PROVIDENT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 30, 2017 to Nov 29, 2021factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 22, 2015 to Aug 10, 2017factForm ADV

Dated events

Occurred
Apr 16, 2025
Advisor changed firm
Wade Bilbrey left Captrust for Mariner (registered 2025-05-09)
Form ADVobserved 5 days ago