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
Maria Magdalena Fessler
Feed of 09/14/2026
Also filed as Maria Jimenez
At current firm
0 y
since Oct 6, 2025
In the industry
34 y
since Feb 14, 1992 (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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ameritas Advisory Services, LLC BD affiliated currentsince Oct 6, 2025 · Algonquin, Il
- Missionsquare Retirement BD affiliatedDec 23, 2020 to Nov 14, 2024 · Washington, Dc
- MML Investors Services, LLC BD affiliatedJun 11, 2019 to Dec 7, 2020 · Cincinnati, Oh
- MML Investors Services, LLC BD affiliatedMar 25, 2017 to May 8, 2018 · Springboro, Oh
- Msi Financial Services, Inc. formerJul 27, 2015 to Mar 25, 2017 · Springboro, Oh
- Wells Fargo Advisors wirehouseJan 13, 2009 to Apr 7, 2015 · Shoreview, Mn
- Old Mutual Capital formerJun 2, 2008 to Sep 19, 2008 · Denver, Co
Moves
a registration end followed by a registration begin elsewhere
- Missionsquare Retirement to Ameritas Advisory Services, LLCleft Nov 14, 2024, registered Oct 6, 2025 (326 days) · Other
- MML Investors Services, LLC to Missionsquare Retirementleft Dec 7, 2020, registered Dec 23, 2020 (16 days) · Other
- Msi Financial Services, Inc. to MML Investors Services, LLCleft Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Msi Financial Services, Inc.left Apr 7, 2015, registered Jul 27, 2015 (111 days) · Other
- Old Mutual Capital to Wells Fargo Advisorsleft Sep 19, 2008, registered Jan 13, 2009 (116 days) · Other
Signals
- Maria Magdalena Fessler left Missionsquare Retirement for Ameritas Advisory Services, Llc (registered 2025-10-06)Nov 14, 2024 · 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address