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

Marcus Burns

Huntington Financial AdvisorsBD affiliatedFishers, In dual registrantIAPD 2988673

Feed of 09/14/2026

Also filed as Marcus Contral Burns

At current firm

0 y

since Feb 17, 2026

In the industry

21 y

since Nov 18, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Ameriprise Financial Services, LLC national BD current
since Jun 29, 2026 · Fishers, In
Huntington Financial Advisors BD affiliated current
since Feb 17, 2026 · Fishers, In
LPL Financial LLC BD affiliated
Apr 12, 2022 to Feb 18, 2026 · Brookfield, Wi
Pnc Wealth Management BD affiliated
Jan 7, 2020 to Aug 9, 2021 · Indianapolis, In
Key Investment Services LLC BD affiliated
Jul 11, 2018 to May 30, 2019 · Indianapolis, In
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 5, 2017 to Apr 17, 2018 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

LPL Financial LLC to Huntington Financial Advisors
left Feb 18, 2026, registered Feb 17, 2026 (-1 days) · Affiliated broker-dealer or bank to another
Pnc Wealth Management to LPL Financial LLC
left Aug 9, 2021, registered Apr 12, 2022 (246 days) · Affiliated broker-dealer or bank to independent RIA
Key Investment Services LLC to Pnc Wealth Management
left May 30, 2019, registered Jan 7, 2020 (222 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Key Investment Services LLC
left Apr 17, 2018, registered Jul 11, 2018 (85 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Marcus Burns left Lpl Financial Llc for Huntington Financial Advisors (registered 2026-02-17)
Feb 18, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address