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 Duran
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Mark Christopher Duran
At current firm
10 y
since Sep 1, 2016
In the industry
21 y
since Aug 9, 2005 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- World Investment Advisors, LLC other currentsince Sep 1, 2016 · St. Petersburg, Fl
- Independent Financial Partners BD affiliatedApr 12, 2012 to Aug 8, 2016 · Tampa, Fl
- Invest Financial Corporation formerFeb 25, 2009 to Apr 4, 2012 · Appleton, Wi
- Transamerica Financial Advisors, LLC BD affiliatedJul 26, 2007 to Feb 13, 2009 · Philadelphia, Pa
- Gunnallen Financial, Inc unclassifiedSep 8, 2005 to Feb 24, 2006 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to World Investment Advisors, LLCleft Aug 8, 2016, registered Sep 1, 2016 (24 days) · Other
- Invest Financial Corporation to Independent Financial Partnersleft Apr 4, 2012, registered Apr 12, 2012 (8 days) · Other
- Transamerica Financial Advisors, LLC to Invest Financial Corporationleft Feb 13, 2009, registered Feb 25, 2009 (12 days) · Other
- Gunnallen Financial, Inc to Transamerica Financial Advisors, LLCleft Feb 24, 2006, registered Jul 26, 2007 (517 days) · Other
Signals
No dated event on this person.
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
- Other adviserderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address