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 INDEPENDENT

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

Apr 1, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Dec 11, 2003

First registration

Nov 9, 2021

Dual registered

no

IAPD individual key

2576325

• Occurred

  May 22, 2023
  Advisor changed firm

  David Adam Solomon left Lpl Financial Llc for Mariner Independent (registered 2023-05-15)

  Form ADVobserved 6 days ago
• Occurred

  May 15, 2023
  Advisor changed firm

  David Adam Solomon left Gladstone Wealth Partners for Lpl Financial Llc (registered 2022-02-09)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c42c71d2-0229-fd4c-e28e-bf6f8a660709

First observed

Nov 9, 2021

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.