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Advisor at MARINER INSTITUTIONAL, LLC
Rockland, MA
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 INSTITUTIONAL, LLC | Other adviser | Feb 19, 2026 | n/a | yes | Rockland, MA | Current employment |
| FIRST NATIONAL ADVISORS LLC | Former SEC adviser | Dec 9, 2021 | Jan 13, 2026 | no | ROCKLAND, MA | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Aug 13, 2018 | Nov 17, 2021 | no | Wellesley, MA|BURLINGTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIRST NATIONAL ADVISORS LLC | MARINER INSTITUTIONAL, LLC | Jan 13, 2026 | Feb 19, 2026 | 37 | Firm change | Other |
| COMMONWEALTH FINANCIAL NETWORK | FIRST NATIONAL ADVISORS LLC | Nov 17, 2021 | Dec 9, 2021 | 22 | Firm change | Ibd to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 120859:111964:MA:2026-01-13 | Jan 13, 2026 | Feb 19, 2026 | ROCKLAND, MA | Firm change |