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RIA / WealthAdvisorChartered Financial Consultant10 years in industry

Mary McDirmid

Advisor at ASTORIA PORTFOLIO ADVISORS LLC

Spokane, WA | NEW YORK, NY

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Search this name across graphsid dfx:ria:cc92d566-ae92-2bde-7293-425732546e66

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 11, 2016 to Sep 15, 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: ASTORIA PORTFOLIO ADVISORS LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S66
First exam: Mar 29, 2016
First registration: May 11, 2016
Dual registered: no
Other names: Mary Bethene Lindburg|Mary Bethene Fowkes
IAPD individual key: 6592221

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
ASTORIA PORTFOLIO ADVISORS LLC	Other adviser	Sep 9, 2026	n/a	yes	NEW YORK, NY\|Spokane, WA	Current employment
SOUND INCOME STRATEGIES, LLC	Independent wealth	Nov 1, 2023	Sep 8, 2026	no	FORT LAUDERDALE, FL\|Spokane, WA\|Spokane, WA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Nov 1, 2023	no	SPOKANE, WA\|Spokane, WA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	May 11, 2016	Mar 25, 2017	no	SPOKANE, WA	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
SOUND INCOME STRATEGIES, LLC	ASTORIA PORTFOLIO ADVISORS LLC	Sep 8, 2026	Sep 9, 2026	1	Firm change	Other
MML INVESTORS SERVICES, LLC	SOUND INCOME STRATEGIES, LLC	Nov 1, 2023	Nov 1, 2023	0	Firm change	Ibd to RIA
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other

Relationships

Registered with (4)

→ ASTORIA PORTFOLIO ADVISORS LLCRegistered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ SOUND INCOME STRATEGIES, LLCRegistered adviserregistration: previous registration
Nov 1, 2023 to Sep 8, 2026factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to Nov 1, 2023factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
May 11, 2016 to Mar 25, 2017factForm ADV

Dated events

Occurred
Sep 8, 2026
Advisor changed firm
Mary Mcdirmid left Sound Income Strategies, Llc for Astoria Portfolio Advisors Llc (registered 2026-09-09)
Form ADVobserved 5 days ago
Occurred
Nov 1, 2023
Advisor changed firm
Mary Mcdirmid left Mml Investors Services, Llc for Sound Income Strategies, Llc (registered 2023-11-01)
Form ADVobserved 5 days ago