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RIA Intelligence

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Registered advisor

M••••• G••••• B•••

C••••• W••••• M••••••••• L••state registeredDallas, TxIA-onlyIAPD 2177376

Feed of 09/14/2026

At current firm

2 y

since May 16, 2024

In the industry

34 y

since Jan 7, 1992 (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

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/markus-byrd-cfs%C2%AE-7774145reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••• W••••• M••••••••• L•• state registered current
since May 16, 2024 · Dallas, Tx
K••••• A••••••• S•••••••• L•• BD affiliated
Apr 19, 2016 to Apr 15, 2024 · Dallas, Tx
N•• A•••••• S•••••••• L•• former
Feb 21, 2014 to Sep 22, 2016 · Austin, Tx
I••••• F•••••••• C••••••••• former
Feb 11, 2014 to Feb 24, 2014 · Lantana, Tx
A••••••••• F•••••••• S•••••••• L•• national BD
May 10, 2010 to Feb 14, 2014 · Dallas, Tx
I••••• F•••••••• C••••••••• former
Dec 19, 2003 to May 13, 2010 · Dallas, Tx
V••••••• I••••••••• A•••••••• I••• unclassified
Feb 7, 2000 to Dec 19, 2003 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

K••••• A••••••• S•••••••• L•• to C••••• W••••• M••••••••• L••
left Apr 15, 2024, registered May 16, 2024 (31 days) · Affiliated broker-dealer or bank to a state-registered adviser
N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••
left Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
I••••• F•••••••• C••••••••• to N•• A•••••• S•••••••• L••
left Feb 24, 2014, registered Feb 21, 2014 (-3 days) · Other
A••••••••• F•••••••• S•••••••• L•• to I••••• F•••••••• C•••••••••
left Feb 14, 2014, registered Feb 11, 2014 (-3 days) · Other
I••••• F•••••••• C••••••••• to A••••••••• F•••••••• S•••••••• L••
left May 13, 2010, registered May 10, 2010 (-3 days) · Other
V••••••• I••••••••• A•••••••• I••• to I••••• F•••••••• C•••••••••
left Dec 19, 2003, registered Dec 19, 2003 (0 days) · Other

Signals

M••••• G••••• B••• left K••••• A••••••• S•••••••• L•• for C••••• W••••• M••••••••• L•• (registered 2024-05-16)
Apr 15, 2024 · a•••••• firm change · 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: STATE REGISTEREDderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address