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
Mark Jeffrey Binder
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Feb 9, 2026
In the industry
30 y
since Jan 15, 1996 (earliest exam, job or registration)
Prior registered firms
4
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
- One Capital Management, LLC independent RIA currentsince Feb 9, 2026 · Westlake Village, Ca
- Advice And Planning Services BD affiliatedJul 12, 2013 to Jan 2, 2026 · Atlanta, Ga
- E*Trade Capital Management, LLC formerMay 30, 2013 to Jul 1, 2013 · Arlington, Va
- Cgn Advisors, LLC independent RIAJan 6, 2012 to May 22, 2013 · Cumming, Ga
- Strategic Advisers LLC national BDMay 2, 2003 to Jun 15, 2011 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Advice And Planning Services to One Capital Management, LLCleft Jan 2, 2026, registered Feb 9, 2026 (38 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- E*Trade Capital Management, LLC to Advice And Planning Servicesleft Jul 1, 2013, registered Jul 12, 2013 (11 days) · Other
- Cgn Advisors, LLC to E*Trade Capital Management, LLCleft May 22, 2013, registered May 30, 2013 (8 days) · Other
- Strategic Advisers LLC to Cgn Advisors, LLCleft Jun 15, 2011, registered Jan 6, 2012 (205 days) · Affiliated broker-dealer or bank to a newly registered adviser
Signals
- Mark Jeffrey Binder left Advice And Planning Services for One Capital Management, Llc (registered 2026-02-09)Jan 2, 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
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address