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 Robert Timko

LPL Financial LLCBD affiliatedWaynesville, Modual registrantIAPD 4539665

Feed of 09/14/2026

At current firm

1 y

since Mar 6, 2025

In the industry

24 y

since May 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Mar 6, 2025 · Waynesville, Mo
Ic Advisory Services, Inc. former
Jan 26, 2024 to Mar 6, 2025 · Bedminster, Nj
First Command Advisory Services BD affiliated
Dec 15, 2015 to Oct 5, 2023 · Fort Worth, Tx
First Command Financial Planning, Inc. former
Sep 2, 2005 to Dec 15, 2015 · Fort Worth, Tx
First Command Bank unclassified
Jan 6, 2005 to Sep 2, 2005 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

Ic Advisory Services, Inc. to LPL Financial LLC
left Mar 6, 2025, registered Mar 6, 2025 (0 days) · corporate re-registration, not a move
First Command Advisory Services to Ic Advisory Services, Inc.
left Oct 5, 2023, registered Jan 26, 2024 (113 days) · Affiliated broker-dealer or bank to another
First Command Financial Planning, Inc. to First Command Advisory Services
left Dec 15, 2015, registered Dec 15, 2015 (0 days) · corporate re-registration, not a move
First Command Bank to First Command Financial Planning, Inc.
left Sep 2, 2005, registered Sep 2, 2005 (0 days) · Other

Signals

Mark Robert Timko left First Command Advisory Services for Ic Advisory Services, Inc. (registered 2024-01-26)
Oct 5, 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