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 E Lebida
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Mark Edward Lebida
At current firm
1 y
since Jul 18, 2025
In the industry
21 y
since Aug 13, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- Wells Fargo Advisors wirehouse currentsince Jul 18, 2025 · Short Hills, Nj
- Journey Strategic Wealth LLC formerApr 2, 2021 to Jul 14, 2025 · Summit, Nj
- Avestar Capital, LLC independent RIAMay 11, 2017 to Feb 17, 2021 · New York, Ny
- Advice And Planning Services BD affiliatedDec 4, 2013 to Jul 29, 2016 · New York, Ny
- Charles Schwab & Co., Inc. national BDMar 24, 2008 to Feb 16, 2012 · Millburn, Nj
- Ameriprise Financial Services, LLC national BDAug 15, 2005 to Jan 28, 2008 · Edison, Nj
Moves
a registration end followed by a registration begin elsewhere
- Journey Strategic Wealth LLC to Wells Fargo Advisorsleft Jul 14, 2025, registered Jul 18, 2025 (4 days) · RIA to wirehouse
- Avestar Capital, LLC to Journey Strategic Wealth LLCleft Feb 17, 2021, registered Apr 2, 2021 (44 days) · RIA to RIA
- Advice And Planning Services to Avestar Capital, LLCleft Jul 29, 2016, registered May 11, 2017 (286 days) · Other
- Charles Schwab & Co., Inc. to Advice And Planning Servicesleft Feb 16, 2012, registered Dec 4, 2013 (657 days) · Other
- Ameriprise Financial Services, LLC to Charles Schwab & Co., Inc.left Jan 28, 2008, registered Mar 24, 2008 (56 days) · Affiliated broker-dealer or bank to another
Signals
- Mark E Lebida left Journey Strategic Wealth Llc for Wells Fargo Advisors (registered 2025-07-18)Jul 14, 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
- Wirehousederived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address