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

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

Jul 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

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 15, 2016

First registration

Dec 15, 2016

Dual registered

no

IAPD individual key

6687078

• Occurred

  Jan 6, 2026
  Advisor changed firm

  Andrew Blade Thompson left Truepoint, Inc. for Mariner (registered 2026-01-12)

  Form ADVobserved 4 days ago
• Occurred

  Oct 25, 2024
  Advisor changed firm

  Andrew Blade Thompson left Charles Schwab & Co., Inc. for Truepoint, Inc. (registered 2024-10-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f071d5ed-1f82-922b-bee3-493998eddcf2

First observed

Dec 15, 2016

Last observed

Sep 14, 2026 5 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.