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 Koellner
Certified Financial Planner
Feed of 09/14/2026
Also filed as Mark Carlton Koellner
At current firm
2 y
since Jul 25, 2024
In the industry
20 y
since Jul 31, 2006 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- Steelpeak Wealth, LLC independent RIA currentsince Jul 25, 2024 · Dallas, Tx
- Titleist Asset Management, LLC independent RIAApr 17, 2023 to Aug 14, 2024 · Dallas, Tx
- Titleist Capital, LLC formerJan 21, 2022 to Aug 8, 2023 · San Antonio, Tx
- Edward Jones national BDNov 3, 2017 to Jan 25, 2022 · Dallas, Tx
- Usaa Financial Planning Services formerSep 19, 2013 to Nov 16, 2017 · Addison, Tx
- UBS Financial Services Inc. wirehouseMay 1, 2012 to Aug 20, 2013 · Dallas, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJul 25, 2008 to May 2, 2012 · Dallas, Tx
- Chase Investment Services Corp. formerNov 30, 2007 to Jul 18, 2008 · Dallas, Tx
Moves
a registration end followed by a registration begin elsewhere
- Titleist Asset Management, LLC to Steelpeak Wealth, LLCleft Aug 14, 2024, registered Jul 25, 2024 (-20 days) · RIA to RIA
- Titleist Capital, LLC to Titleist Asset Management, LLCleft Aug 8, 2023, registered Apr 17, 2023 (-113 days) · Other · moved with a team
- Edward Jones to Titleist Capital, LLCleft Jan 25, 2022, registered Jan 21, 2022 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Usaa Financial Planning Services to Edward Jonesleft Nov 16, 2017, registered Nov 3, 2017 (-13 days) · Other
- UBS Financial Services Inc. to Usaa Financial Planning Servicesleft Aug 20, 2013, registered Sep 19, 2013 (30 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to UBS Financial Services Inc.left May 2, 2012, registered May 1, 2012 (-1 days) · Wirehouse to wirehouse
- Chase Investment Services Corp. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jul 18, 2008, registered Jul 25, 2008 (7 days) · Other
Signals
- Mark Koellner left Titleist Asset Management, Llc for Steelpeak Wealth, Llc (registered 2024-07-25)Aug 14, 2024 · Advisor changed firm · fact
- Mark Koellner left Titleist Capital, Llc for Titleist Asset Management, Llc (registered 2023-04-17)Aug 8, 2023 · Advisor changed firm · fact
- Mark Koellner left Edward Jones for Titleist Capital, Llc (registered 2022-01-21)Jan 25, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address