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 Marion Tony Jabczenski
At current firm
0 y
since Feb 17, 2026
In the industry
34 y
since Jul 28, 1992 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Captrust institutional currentsince Feb 17, 2026 · Costa Mesa, Ca
- Alpha Cubed Investments, LLC formerNov 13, 2012 to Apr 30, 2026 · San Jose, Ca
- Mercer Global Advisors Inc. independent RIAAug 24, 2012 to Oct 29, 2012 · Newport, Ca
- Capital Markets Iq, LLC independent RIAJul 13, 2011 to Oct 2, 2012 · Newport Beach, Ca
- Apriem Advisors independent RIAJul 10, 2006 to Apr 28, 2011 · Irvine, Ca
- Fuller Asset Management, LLC formerJun 9, 2005 to Jun 28, 2006 · Scottsdale, Az
- Strategic Advisers LLC national BDJul 8, 1997 to May 31, 2005 · Scottsdale, Az
Moves
a registration end followed by a registration begin elsewhere
- Alpha Cubed Investments, LLC to Captrustleft Apr 30, 2026, registered Feb 17, 2026 (-72 days) · Other · moved with a team
- Mercer Global Advisors Inc. to Alpha Cubed Investments, LLCleft Oct 29, 2012, registered Nov 13, 2012 (15 days) · Other
- Capital Markets Iq, LLC to Mercer Global Advisors Inc.left Oct 2, 2012, registered Aug 24, 2012 (-39 days) · Other
- Apriem Advisors to Capital Markets Iq, LLCleft Apr 28, 2011, registered Jul 13, 2011 (76 days) · Other
- Fuller Asset Management, LLC to Apriem Advisorsleft Jun 28, 2006, registered Jul 10, 2006 (12 days) · Other
- Strategic Advisers LLC to Fuller Asset Management, LLCleft May 31, 2005, registered Jun 9, 2005 (9 days) · Other
Signals
- Marion Anthony Jabczenski left Alpha Cubed Investments, Llc for Captrust (registered 2026-02-17)Apr 30, 2026 · 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
- Institutional managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address