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RIA / WealthAdvisor28 years in industry

EDWARD LEE GERBER

Advisor at MARINER

Englewood, CO

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Search this name across graphsid dfx:ria:c8a52928-0c4d-7731-9a38-dd3b0d2f9044

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 8, 2004 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: Feb 2, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65|S66
First exam: Feb 2, 1998
First registration: Jun 8, 2004
Dual registered: no
Other names: EDWARD L GERBER|EDWARD LEE GERBER|EDWARD LEE GERBER|EDWARD LEE GERBER
IAPD individual key: 2957680

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	Feb 28, 2025	n/a	yes	Englewood, CO	Current employment
JENKINS WEALTH	Former SEC adviser	Apr 15, 2021	Mar 19, 2025	no	ENGLEWOOD, CO	Previous registration
DMK ADVISOR GROUP, INC.	Independent wealth	Apr 5, 2019	Dec 11, 2019	no	LUTZ, FL\|LUTZ, FL\|Littleton, CO	Previous registration
MCL FINANCIAL GROUP, INC.	n/a	Sep 8, 2010	Apr 20, 2011	no	SANTA ANA, CA\|CENTENNIAL, CO	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jul 8, 2005	Apr 10, 2006	no	DENVER, CO\|DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 8, 2004	Oct 28, 2004	no	ENGLEWOOD, CO	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
JENKINS WEALTH	Mariner	Mar 19, 2025	Feb 28, 2025	-19	Firm change	RIA to ibd
DMK ADVISOR GROUP, INC.	JENKINS WEALTH	Dec 11, 2019	Apr 15, 2021	491	Firm change after gap	RIA to RIA
MCL FINANCIAL GROUP, INC.	DMK ADVISOR GROUP, INC.	Apr 20, 2011	Apr 5, 2019	2,907	Firm change after gap	Other
ADVICE AND PLANNING SERVICES	MCL FINANCIAL GROUP, INC.	Apr 10, 2006	Sep 8, 2010	1,612	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	ADVICE AND PLANNING SERVICES	Oct 28, 2004	Jul 8, 2005	253	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
153241:140195:CO:2025-03-19	Mar 19, 2025	Feb 28, 2025	ENGLEWOOD, CO	Firm change

Relationships

Registered with (6)

→ MARINERRegistered adviserregistration: current employment
Feb 28, 2025 to presentfactForm ADV
→ JENKINS WEALTHRegistered adviserregistration: previous registration
Apr 15, 2021 to Mar 19, 2025factForm ADV
→ DMK ADVISOR GROUP, INC.Registered adviserregistration: previous registration
Apr 5, 2019 to Dec 11, 2019factForm ADV
→ MCL FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Sep 8, 2010 to Apr 20, 2011factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jul 8, 2005 to Apr 10, 2006factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 8, 2004 to Oct 28, 2004factForm ADV

Dated events

Occurred
Mar 19, 2025
Advisor changed firm
Edward Lee Gerber left Jenkins Wealth for Mariner (registered 2025-02-28)
Form ADVobserved 4 days ago