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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

N••••• M• B••••

C•••••••• I••••••••• R••••••• A•••••••• I•••BD affiliatedFt Pierce, Fl dual registrantIAPD 2288073

Certified Financial Planner

Feed of 09/15/2026

Also filed as N••••• Marie Pokorski

At current firm

2 y

since Oct 30, 2023

In the industry

33 y

since Jun 23, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated current
since Oct 30, 2023 · Ft Pierce, Fl
S•• BD affiliated
Sep 22, 2017 to Oct 30, 2023 · Ann Arbor, Mi
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• former
Aug 13, 2013 to Sep 26, 2017 · Glastonbury, Ct
P••••••• W••••• M••••••••• I••• independent RIA
Jun 17, 2013 to Jul 16, 2013 · Brighton, Mi
B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• BD affiliated
Feb 11, 2013 to Jul 10, 2013 · Brighton, Mi

Moves

a registration end followed by a registration begin elsewhere

S•• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Oct 30, 2023, registered Oct 30, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to S••
left Sep 26, 2017, registered Sep 22, 2017 (-4 days) · Other
P••••••• W••••• M••••••••• I••• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••
left Jul 16, 2013, registered Aug 13, 2013 (28 days) · Other
B•••••• F••••• • C•••••• F•••••••• S•••••••• I••• to P••••••• W••••• M••••••••• I•••
left Jul 10, 2013, registered Jun 17, 2013 (-23 days) · Other

Signals

N••••• M• B•••• left Spc for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2023-10-30)
Oct 30, 2023 · 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: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address