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

Marjory Grannis Blackmer

Principal Securities, Inc.BD affiliatedLibertyville, Il dual registrantIAPD 4369576

Feed of 09/15/2026

Also filed as Marjory Given Grannis

At current firm

3 y

since Aug 14, 2023

In the industry

24 y

since Feb 14, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Principal Securities, Inc. BD affiliated current
since Aug 14, 2023 · Libertyville, Il
Global Retirement Partners LLC institutional
Apr 1, 2019 to Jul 27, 2023 · Shorewood, Il
Kestra Advisory Services, LLC BD affiliated
Apr 19, 2016 to Apr 1, 2019 · Shorewood, Il
Nfp Advisor Services, LLC former
Sep 1, 2015 to Sep 22, 2016 · Shorewood, Il
Wealthspire Retirement Advisory institutional
Aug 8, 2014 to Oct 2, 2015 · Libertyville, Il
Financial Telesis, Inc. former
Jun 1, 2011 to Aug 12, 2014 · San Rafael, Ca
Principal Securities, Inc. BD affiliated
Jul 4, 2005 to Aug 3, 2009 · Lombard, Il

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to Principal Securities, Inc.
left Jul 27, 2023, registered Aug 14, 2023 (18 days) · Other
Kestra Advisory Services, LLC to Global Retirement Partners LLC
left Apr 1, 2019, registered Apr 1, 2019 (0 days) · corporate re-registration, not a move
Nfp Advisor Services, LLC to Kestra Advisory Services, LLC
left Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
Wealthspire Retirement Advisory to Nfp Advisor Services, LLC
left Oct 2, 2015, registered Sep 1, 2015 (-31 days) · Other · moved with a team
Financial Telesis, Inc. to Wealthspire Retirement Advisory
left Aug 12, 2014, registered Aug 8, 2014 (-4 days) · Other
Principal Securities, Inc. to Financial Telesis, Inc.
left Aug 3, 2009, registered Jun 1, 2011 (667 days) · Other

Signals

Marjory Grannis Blackmer left Global Retirement Partners Llc for Principal Securities, Inc. (registered 2023-08-14)
Jul 27, 2023 · 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: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address