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RIA / WealthAdvisorCertified Financial Planner26 years in industry

LAUREL BETH MANN

Advisor at MARINER INDEPENDENT

Manhattan Beach, CA

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Search this name across graphsid dfx:ria:ec5c7209-99c7-34bc-a189-dd19cf063aef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 24, 2001 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 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: Jun 7, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 7, 2000
First registration: Dec 24, 2001
Dual registered: no
Other names: LAUREL MANN
IAPD individual key: 4154867

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 INDEPENDENT	Independent wealth	Mar 1, 2022	n/a	yes	Manhattan Beach, CA	Current employment
ADVICEPERIOD, LLC	Former SEC adviser	Jun 23, 2020	Mar 30, 2022	no	LOS ANGELES, CA	Previous registration
PURUS WEALTH MANAGEMENT, LLC	Independent wealth	Feb 16, 2016	Jul 20, 2020	no	NEWPORT BEACH, CA	Previous registration
WADDELL & REED	Former SEC adviser	Dec 24, 2001	Feb 25, 2016	no	IRVINE, CA\|COSTA MESA, CA	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
ADVICEPERIOD, LLC	MARINER INDEPENDENT	Mar 30, 2022	Mar 1, 2022	-29	Bulk transfer	RIA to RIA
PURUS WEALTH MANAGEMENT, LLC	ADVICEPERIOD, LLC	Jul 20, 2020	Jun 23, 2020	-27	Firm change	RIA to RIA
WADDELL & REED	PURUS WEALTH MANAGEMENT, LLC	Feb 25, 2016	Feb 16, 2016	-9	Firm change	Other

Relationships

Registered with (4)

→ MARINER INDEPENDENTRegistered adviserregistration: current employment
Mar 1, 2022 to presentfactForm ADV
→ ADVICEPERIOD, LLCRegistered adviserregistration: previous registration
Jun 23, 2020 to Mar 30, 2022factForm ADV
→ PURUS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 16, 2016 to Jul 20, 2020factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Dec 24, 2001 to Feb 25, 2016factForm ADV

Dated events

No dated event names this entity yet.