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Advisor at MARINER
Bethesda, MD | Monrovia, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Mariner | Bd affiliated wealth | Nov 6, 2025 | n/a | yes | Monrovia, MD|Bethesda, MD | Current employment |
| GLASS JACOBSON WEALTH ADVISORS | Independent wealth | Dec 8, 2022 | Feb 17, 2025 | no | OWINGS MILLS, MD|Winchester, VA | Previous registration |
| AZZAD ASSET MANAGEMENT, INC. | Independent wealth | Nov 13, 2019 | Nov 30, 2022 | no | FALLS CHURCH, VA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jun 20, 2016 | Jul 13, 2018 | no | HANSCOM A F B, MA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Jul 1, 2015 | Jun 2, 2016 | no | CHATHAM, NJ|N. ARLINGTON, NJ|MOUNT FREEDOM, NJ | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Aug 23, 2013 | Jun 11, 2015 | no | NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 22, 2012 | Aug 12, 2013 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLASS JACOBSON WEALTH ADVISORS | Mariner | Feb 17, 2025 | Nov 6, 2025 | 262 | Firm change | RIA to ibd |
| AZZAD ASSET MANAGEMENT, INC. | GLASS JACOBSON WEALTH ADVISORS | Nov 30, 2022 | Dec 8, 2022 | 8 | Firm change | RIA to RIA |
| LPL FINANCIAL LLC | AZZAD ASSET MANAGEMENT, INC. | Jul 13, 2018 | Nov 13, 2019 | 488 | Firm change after gap | RIA to RIA |
| J.P. MORGAN SECURITIES LLC | LPL FINANCIAL LLC | Jun 2, 2016 | Jun 20, 2016 | 18 | Firm change | Other |
| ADVICE AND PLANNING SERVICES | J.P. MORGAN SECURITIES LLC | Jun 11, 2015 | Jul 1, 2015 | 20 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | ADVICE AND PLANNING SERVICES | Aug 12, 2013 | Aug 23, 2013 | 11 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20472:79:NY:2015-06-11 | Jun 11, 2015 | Jul 1, 2015 | NEW YORK, NY | Firm change |