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
Gerard Paul Mlinar
Feed of 09/14/2026
Also filed as Jerry Mlinar
At current firm
9 y
since Jan 19, 2017
In the industry
38 y
since May 7, 1988 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mutual Advisors, LLC BD affiliated currentsince Jan 19, 2017 · Hermosa, Sd
- Yield Advisory unclassifiedApr 16, 2010 to Mar 31, 2017 · Keystone, Sd
- Ssn Advisory, Inc. formerFeb 1, 2008 to Nov 2, 2009 · Kearney, Ne
- Securities America Advisors, Inc. formerMay 20, 2005 to Jan 24, 2008 · Kearney, Ne
Moves
a registration end followed by a registration begin elsewhere
- Yield Advisory to Mutual Advisors, LLCleft Mar 31, 2017, registered Jan 19, 2017 (-71 days) · Other
- Ssn Advisory, Inc. to Yield Advisoryleft Nov 2, 2009, registered Apr 16, 2010 (165 days) · Other
- Securities America Advisors, Inc. to Ssn Advisory, Inc.left Jan 24, 2008, registered Feb 1, 2008 (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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address