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

Marc G Linsky

Centaurus Financial, Inc.BD affiliatedMinneapolis, Mn dual registrantIAPD 1450006

Certified Financial Planner

Feed of 09/15/2026

Also filed as Marc Gregg Linsky

At current firm

4 y

since Mar 25, 2022

In the industry

40 y

since Feb 20, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Centaurus Financial, Inc. BD affiliated current
since Mar 25, 2022 · Anaheim, Ca
Concourse Financial Group Advisors former
Jul 27, 2018 to Apr 18, 2022 · West Palm Beach, Fl
Concorde Asset Management, LLC BD affiliated
Jul 7, 2015 to Aug 6, 2018 · Marlton, Nj
Summit Financial Group Inc former
Oct 23, 2014 to Jul 6, 2015 · Marlton, Nj
Osaic Fs, Inc. former
Jan 11, 2008 to Nov 6, 2014 · Palm Beach Gardens, Fl
Securities America Advisors, Inc. former
Dec 18, 2003 to Jan 14, 2008 · Cherry Hill, Nj
Morgan Stanley Dw Inc. unclassified
Jun 6, 2002 to Oct 31, 2003 · Mount Laurel, Nj

Moves

a registration end followed by a registration begin elsewhere

Concourse Financial Group Advisors to Centaurus Financial, Inc.
left Apr 18, 2022, registered Mar 25, 2022 (-24 days) · Affiliated broker-dealer or bank to another
Concorde Asset Management, LLC to Concourse Financial Group Advisors
left Aug 6, 2018, registered Jul 27, 2018 (-10 days) · Affiliated broker-dealer or bank to another
Summit Financial Group Inc to Concorde Asset Management, LLC
left Jul 6, 2015, registered Jul 7, 2015 (1 days) · Other
Osaic Fs, Inc. to Summit Financial Group Inc
left Nov 6, 2014, registered Oct 23, 2014 (-14 days) · Other
Securities America Advisors, Inc. to Osaic Fs, Inc.
left Jan 14, 2008, registered Jan 11, 2008 (-3 days) · Other
Morgan Stanley Dw Inc. to Securities America Advisors, Inc.
left Oct 31, 2003, registered Dec 18, 2003 (48 days) · Other

Signals

Marc G Linsky left Concourse Financial Group Advisors for Centaurus Financial, Inc. (registered 2022-03-25)
Apr 18, 2022 · 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: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address