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 Howard Justice
Cambridge Investment Research Advisors, Inc.BD affiliatedChillicothe, Oh dual registrantIAPD 1304127
Certified Financial Planner
Feed of 09/14/2026
At current firm
2 y
since Sep 16, 2024
In the industry
30 y
since Jun 1, 1996 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Cambridge Investment Research Advisors, Inc. BD affiliated currentsince Sep 16, 2024 · North Fort Myers, Fl
- United Planners' Financial Services Of America A Limited Partner independent RIAJun 13, 2008 to Sep 30, 2024 · Scottsdale, Az
- Cetera Advisor Networks LLC formerJan 31, 2002 to Jun 12, 2008 · Chilliocothe, Oh
Moves
a registration end followed by a registration begin elsewhere
- United Planners' Financial Services Of America A Limited Partner to Cambridge Investment Research Advisors, Inc.left Sep 30, 2024, registered Sep 16, 2024 (-14 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Cetera Advisor Networks LLC to United Planners' Financial Services Of America A Limited Partnerleft Jun 12, 2008, registered Jun 13, 2008 (1 days) · Other
Signals
- Mark Howard Justice left United Planners' Financial Services Of America A Limited Partner for Cambridge Investment Research Advisors, Inc. (registered 2024-09-16)Sep 30, 2024 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address