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 Andrew Trewitt
Feed of 09/14/2026
At current firm
7 y
since Sep 3, 2019
In the industry
45 y
since May 1, 1981 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Delta Investment Management, LLC independent RIA currentsince Sep 3, 2019 · Plano, Tx
- Vfg Advisors, Inc. formerNov 10, 2010 to Dec 31, 2018 · Los Angeles, Ca
- Madison Avenue Securities, LLC BD affiliatedMar 12, 2009 to Nov 10, 2010 · Plano, Tx
- Madison Avenue Advisors, Inc. unclassifiedSep 22, 2006 to Mar 25, 2009 · Plano, Tx
- Kalos Management formerMay 18, 2005 to Sep 25, 2006 · Ponte Vedra Beach, Fl
- Ogilvie Security Advisors Corp formerJul 11, 2002 to Oct 27, 2004 · Plano, Tx
- Walnut Street Advisers Inc unclassifiedApr 11, 2002 to Jul 19, 2002 · Plano, Tx
Moves
a registration end followed by a registration begin elsewhere
- Vfg Advisors, Inc. to Delta Investment Management, LLCleft Dec 31, 2018, registered Sep 3, 2019 (246 days) · Other
- Madison Avenue Securities, LLC to Vfg Advisors, Inc.left Nov 10, 2010, registered Nov 10, 2010 (0 days) · Other
- Madison Avenue Advisors, Inc. to Madison Avenue Securities, LLCleft Mar 25, 2009, registered Mar 12, 2009 (-13 days) · corporate re-registration, not a move
- Kalos Management to Madison Avenue Advisors, Inc.left Sep 25, 2006, registered Sep 22, 2006 (-3 days) · Other
- Ogilvie Security Advisors Corp to Kalos Managementleft Oct 27, 2004, registered May 18, 2005 (203 days) · Other
- Walnut Street Advisers Inc to Ogilvie Security Advisors Corpleft Jul 19, 2002, registered Jul 11, 2002 (-8 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
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address