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 T Eberhart
Feed of 09/14/2026
Also filed as Mark T Eberhart
At current firm
0 y
since Jul 13, 2026
In the industry
25 y
since Nov 30, 2000 (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, S65
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 Jul 13, 2026 · Fowler, In
- Edward Jones national BDSep 4, 2019 to May 8, 2025 · Westfield, In
- Voya Financial Partners, LLC formerJul 30, 2003 to Feb 12, 2007 · Indianapolis, In
- Wells Fargo Advisors wirehouseJul 1, 2003 to Jul 21, 2003 · Indianapolis, In
- Prudential Equity Group, LLC unclassifiedFeb 16, 2001 to Jul 1, 2003 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Edward Jones to Osaic Institutions, Inc.left May 8, 2025, registered Jul 13, 2026 (431 days) · Affiliated broker-dealer or bank to another
- Voya Financial Partners, LLC to Edward Jonesleft Feb 12, 2007, registered Sep 4, 2019 (4587 days) · Other
- Wells Fargo Advisors to Voya Financial Partners, LLCleft Jul 21, 2003, registered Jul 30, 2003 (9 days) · Other
- Prudential Equity Group, LLC to Wells Fargo Advisorsleft Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
Signals
- Mark T Eberhart left Edward Jones for Osaic Institutions, Inc. (registered 2026-07-13)May 8, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address