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RIA / WealthAdvisorCertified Financial Planner12 years in industry

MICHAEL ROBINSON MACKELVIE

Advisor at MARINER

Bellevue, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f503fbce-3250-9486-d9f0-a9bf8777b0d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 11, 2015 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: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 22, 2014
First registration: May 11, 2015
Dual registered: no
Other names: MICHAEL MACKELVIE
IAPD individual key: 6389858

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	Jan 3, 2022	n/a	yes	Bellevue, WA	Current employment
CASCADIA ADVISORY SERVICES, LLC	Former SEC adviser	Jul 6, 2020	Jan 28, 2022	no	PORTLAND, OR	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Aug 30, 2018	Jul 7, 2020	no	LAKE OSWEGO, OR	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	May 11, 2015	Jun 29, 2018	no	LAKE OSWEGO, OR	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
CASCADIA ADVISORY SERVICES, LLC	Mariner	Jan 28, 2022	Jan 3, 2022	-25	Firm change	RIA to ibd
MML INVESTORS SERVICES, LLC	CASCADIA ADVISORY SERVICES, LLC	Jul 7, 2020	Jul 6, 2020	-1	Firm change	Ibd to RIA
HORNOR, TOWNSEND & KENT, LLC	MML INVESTORS SERVICES, LLC	Jun 29, 2018	Aug 30, 2018	62	Firm change	Ibd to ibd

Team moves

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

Team	Left	Joined	From	Kind
290231:140195:OR:2022-01-28	Jan 28, 2022	Jan 3, 2022	PORTLAND, OR	Firm change
4031:10409:OR:2018-06-29	Jun 29, 2018	Aug 30, 2018	LAKE OSWEGO, OR	Firm change

Relationships

Registered with (4)

→ MARINERRegistered adviserregistration: current employment
Jan 3, 2022 to presentfactForm ADV
→ CASCADIA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Jul 6, 2020 to Jan 28, 2022factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Aug 30, 2018 to Jul 7, 2020factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
May 11, 2015 to Jun 29, 2018factForm ADV

Dated events

Occurred
Jan 28, 2022
Advisor changed firm
Michael Robinson Mackelvie left Cascadia Advisory Services, Llc for Mariner (registered 2022-01-03)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f503fbce-3250-9486-d9f0-a9bf8777b0d7
First observed: May 11, 2015
Last observed: Sep 14, 2026 6 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.

MICHAEL ROBINSON MACKELVIE

Advisor at MARINER

Bellevue, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f503fbce-3250-9486-d9f0-a9bf8777b0d7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Mariner

Bd affiliated wealth

Jan 3, 2022

n/a

yes

Bellevue, WA

Current employment

CASCADIA ADVISORY SERVICES, LLC

Former SEC adviser

Jul 6, 2020

Jan 28, 2022

PORTLAND, OR

Previous registration

MML INVESTORS SERVICES, LLC

Bd affiliated wealth

Aug 30, 2018

Jul 7, 2020

LAKE OSWEGO, OR

Previous registration

HORNOR, TOWNSEND & KENT, LLC

Independent wealth

May 11, 2015

Jun 29, 2018

LAKE OSWEGO, OR

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CASCADIA ADVISORY SERVICES, LLC

Mariner

Jan 28, 2022

Jan 3, 2022

-25

Firm change

RIA to ibd

MML INVESTORS SERVICES, LLC

CASCADIA ADVISORY SERVICES, LLC

Jul 7, 2020

Jul 6, 2020

-1

Firm change

Ibd to RIA

HORNOR, TOWNSEND & KENT, LLC

MML INVESTORS SERVICES, LLC

Jun 29, 2018

Aug 30, 2018

Firm change

Ibd to ibd

Team

Left

Joined

From

Kind

290231:140195:OR:2022-01-28

Jan 28, 2022

Jan 3, 2022

PORTLAND, OR

Firm change

4031:10409:OR:2018-06-29

Jun 29, 2018

Aug 30, 2018

LAKE OSWEGO, OR

Firm change