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

Mariah Dehaven

Robert W. Baird & Co. Incorporatedmixed wealthFairfax, Vadual registrantIAPD 2922481

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Feb 27, 2025

In the industry

25 y

since Feb 27, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Robert W. Baird & Co. Incorporated mixed wealth current
since Feb 27, 2025 · Fairfax, Va
Edelman Financial Engines independent RIA
Nov 1, 2018 to Mar 21, 2025 · Ashburn, Va
Edelman Financial Services, LLC former
May 12, 2016 to Nov 1, 2018 · Tysons Corner, Va
Advice And Planning Services BD affiliated
Apr 17, 2012 to May 4, 2016 · Fairfax, Va
Pnc Wealth Management BD affiliated
Mar 29, 2006 to Jan 19, 2012 · Ashburn, Va
Equitable Advisors, LLC national BD
Apr 11, 2003 to Oct 21, 2003 · Falls Church, Va
Suntrust Investment Services, Inc. former
Jan 13, 2003 to Mar 9, 2006 · Ashburn, Va
Charles Schwab & Co., Inc. national BD
Sep 11, 2001 to Oct 24, 2002 · Reston, Va

Moves

a registration end followed by a registration begin elsewhere

Edelman Financial Engines to Robert W. Baird & Co. Incorporated
left Mar 21, 2025, registered Feb 27, 2025 (-22 days) · RIA to RIA
Edelman Financial Services, LLC to Edelman Financial Engines
left Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
Advice And Planning Services to Edelman Financial Services, LLC
left May 4, 2016, registered May 12, 2016 (8 days) · Other
Pnc Wealth Management to Advice And Planning Services
left Jan 19, 2012, registered Apr 17, 2012 (89 days) · Other
Suntrust Investment Services, Inc. to Equitable Advisors, LLC
left Mar 9, 2006, registered Apr 11, 2003 (-1063 days) · Other
Equitable Advisors, LLC to Pnc Wealth Management
left Oct 21, 2003, registered Mar 29, 2006 (890 days) · Other
Charles Schwab & Co., Inc. to Suntrust Investment Services, Inc.
left Oct 24, 2002, registered Jan 13, 2003 (81 days) · Other

Signals

Mariah Dehaven left Edelman Financial Engines for Robert W. Baird & Co. Incorporated (registered 2025-02-27)
Mar 21, 2025 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address