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 Layne Blom
Certified Financial Planner
Feed of 09/15/2026
At current firm
9 y
since Mar 13, 2017
In the industry
25 y
since May 24, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Benefit Financial Services Group independent RIA currentsince Mar 13, 2017 · Irvine, Ca
- Ria Advisors independent RIAMay 7, 2012 to Jun 27, 2016 · Phoenix, Az
- Schwab Wealth Advisory, Inc. no RAUMJan 3, 2012 to May 2, 2012 · Phoenix, Az
- Charles Schwab & Co., Inc. national BDDec 7, 2006 to Dec 31, 2011 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Ria Advisors to Benefit Financial Services Groupleft Jun 27, 2016, registered Mar 13, 2017 (259 days) · Other
- Schwab Wealth Advisory, Inc. to Ria Advisorsleft May 2, 2012, registered May 7, 2012 (5 days) · Other
- Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.left Dec 31, 2011, registered Jan 3, 2012 (3 days) · corporate re-registration, not a move
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address