DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mark Stephan Mccurry
Certified Financial Planner
Feed of 09/14/2026
Also filed as Mark Stephen Mccurry
At current firm
10 y
since May 18, 2016
In the industry
40 y
since Nov 1, 1985 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Geneva Partners, LLC independent RIA currentsince May 18, 2016 · Lake Geneva, Wi
- Geneva Partners, LLC independent RIAMay 18, 2016 to Dec 31, 2017 · Lake Geneva, Wi
- Stonex Advisors Inc. BD affiliatedJan 30, 2015 to May 5, 2016 · Birmingham, Al
- Sterne Agee Investment Advisor Services, Inc. formerJun 30, 2003 to Jan 30, 2015 · Youngstown, Oh
- Ffp Advisory Services Inc unclassifiedMay 11, 1998 to Jul 10, 2003 · Abingdon, Il
Moves
a registration end followed by a registration begin elsewhere
- Stonex Advisors Inc. to Geneva Partners, LLCleft May 5, 2016, registered May 18, 2016 (13 days) · Other
- Sterne Agee Investment Advisor Services, Inc. to Stonex Advisors Inc.left Jan 30, 2015, registered Jan 30, 2015 (0 days) · corporate re-registration, not a move
- Ffp Advisory Services Inc to Sterne Agee Investment Advisor Services, Inc.left Jul 10, 2003, registered Jun 30, 2003 (-10 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address