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.
Feed of 09/14/2026
Also filed as Mark Anderew Young
At current firm
6 y
since Mar 16, 2020
In the industry
34 y
since Oct 16, 1991 (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
S65, 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
- Exodus Wealth, LLC independent RIA currentsince Mar 16, 2020 · Elsah, Il
- Severin Investments LLC independent RIAMay 10, 2021 to Jun 29, 2021 · St. Louis, Mo
- Secure Investment Management, LLC independent RIAMar 16, 2020 to Apr 28, 2021 · Tucson, Az
- Severin Investments LLC independent RIADec 10, 2018 to Dec 12, 2018 · St. Louis, Mo
- Exodus Wealth, LLC independent RIAMar 16, 2016 to Dec 31, 2019 · Elsah, Il
- J P Turner & Company Capital Management, LLC formerFeb 16, 2011 to Oct 9, 2015 · Elsah, Il
- LPL Financial LLC BD affiliatedOct 18, 2001 to Oct 6, 2010 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Severin Investments LLC to no registered destinationleft Jun 29, 2021 · Departure, no registered destination
- Secure Investment Management, LLC to Exodus Wealth, LLCleft Apr 28, 2021, registered Mar 16, 2020 (-408 days) · RIA to RIA
- Exodus Wealth, LLC to Severin Investments LLCleft Dec 31, 2019, registered Dec 10, 2018 (-386 days) · RIA to RIA
- Severin Investments LLC to Secure Investment Management, LLCleft Dec 12, 2018, registered Mar 16, 2020 (460 days) · RIA to RIA
- J P Turner & Company Capital Management, LLC to Exodus Wealth, LLCleft Oct 9, 2015, registered Mar 16, 2016 (159 days) · Other
- LPL Financial LLC to J P Turner & Company Capital Management, LLCleft Oct 6, 2010, registered Feb 16, 2011 (133 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address