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RIA / WealthAdvisor26 years in industry

MARK BRIAN FRICKS

Advisor at GRADIENT INVESTMENTS, LLC

MARIETTA, GA

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Search this name across graphsid dfx:ria:f9048d81-e341-0cd5-8ea4-6b3de7c5d61a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2008 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: GRADIENT INVESTMENTS, LLC
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 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 7
Exams: S63|S65
First exam: Jun 14, 2000
First registration: Feb 13, 2008
Dual registered: no
Other names: MARK BRIAN FRICKS
IAPD individual key: 1645509

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
GRADIENT INVESTMENTS, LLC	Independent wealth	Apr 1, 2022	n/a	yes	MARIETTA, GA	Current employment
MASTERPLAN RETIREMENT CONSULTANTS	State registered	May 30, 2014	n/a	yes	MARIETTA, GA	Current employment
CAMARDA WEALTH ADVISORY GROUP	Independent wealth	May 1, 2012	Jun 25, 2012	no	MARIETTA, GA\|FLEMING ISLAND, FL	Previous registration
REDHAWK WEALTH ADVISORS, INC.	Independent wealth	Mar 30, 2012	May 21, 2014	no	MARIETTA, GA	Previous registration
YOUR RETIREMENT COACH	Former SEC adviser	Feb 13, 2008	Sep 20, 2011	no	MARIETTA, GA	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
REDHAWK WEALTH ADVISORS, INC.	CAMARDA WEALTH ADVISORY GROUP	May 21, 2014	May 1, 2012	-750	Firm change after gap	Other
CAMARDA WEALTH ADVISORY GROUP	MASTERPLAN RETIREMENT CONSULTANTS	Jun 25, 2012	May 30, 2014	704	Firm change after gap	Other
YOUR RETIREMENT COACH	REDHAWK WEALTH ADVISORS, INC.	Sep 20, 2011	Mar 30, 2012	192	Firm change	Other

Relationships

Registered with (5)

→ GRADIENT INVESTMENTS, LLCRegistered adviserregistration: current employment
Apr 1, 2022 to presentfactForm ADV
→ MASTERPLAN RETIREMENT CONSULTANTSRegistered adviserregistration: current employment
May 30, 2014 to presentfactForm ADV
→ REDHAWK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 30, 2012 to May 21, 2014factForm ADV
→ CAMARDA WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
May 1, 2012 to Jun 25, 2012factForm ADV
→ YOUR RETIREMENT COACHRegistered adviserregistration: previous registration
Feb 13, 2008 to Sep 20, 2011factForm ADV

Dated events

No dated event names this entity yet.