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 Steven Yandura
Feed of 09/14/2026
At current firm
0 y
since May 19, 2026
In the industry
26 y
since Feb 28, 2000 (earliest exam, job or registration)
Prior registered firms
5
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
- Osaic Institutions, Inc. BD affiliated currentsince May 19, 2026 · Lewis Center, Oh
- LPL Financial LLC BD affiliatedMay 15, 2025 to May 19, 2026 · Columbus, Oh
- Cuso Financial Services, L.P. formerApr 13, 2021 to May 15, 2025 · Columbus, Oh
- Equitable Advisors, LLC national BDJan 17, 2020 to Mar 16, 2021 · Columbus, Oh
- Catalyst Capital Advisors LLC asset managerApr 21, 2016 to Dec 19, 2019 · Delaware, Oh
- Huntington Financial Advisors BD affiliatedMar 21, 2006 to Apr 30, 2015 · Columbus, Oh
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Osaic Institutions, Inc.left May 19, 2026, registered May 19, 2026 (0 days) · Affiliated broker-dealer or bank to another
- Cuso Financial Services, L.P. to LPL Financial LLCleft May 15, 2025, registered May 15, 2025 (0 days) · corporate re-registration, not a move
- Equitable Advisors, LLC to Cuso Financial Services, L.P.left Mar 16, 2021, registered Apr 13, 2021 (28 days) · Affiliated broker-dealer or bank to another
- Catalyst Capital Advisors LLC to Equitable Advisors, LLCleft Dec 19, 2019, registered Jan 17, 2020 (29 days) · Other
- Huntington Financial Advisors to Catalyst Capital Advisors LLCleft Apr 30, 2015, registered Apr 21, 2016 (357 days) · Other
Signals
- Mark Steven Yandura left Lpl Financial Llc for Osaic Institutions, Inc. (registered 2026-05-19)May 19, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address