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

William Eric Marney

Lincoln Investmentindependent RIAFort Washington, Pa dual registrantIAPD 5354441

Feed of 09/14/2026

Also filed as Eric Marney

At current firm

0 y

since Feb 13, 2026

In the industry

22 y

since Jan 1, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Lincoln Investment independent RIA current
since Feb 13, 2026 · Boyd, Tx
MML Investors Services, LLC BD affiliated
Dec 9, 2025 to Feb 9, 2026 · Boyd, Tx
Cetera Advisor Networks LLC former
Mar 31, 2022 to Jul 27, 2022 · South Lake, Tx
Cwm, LLC BD affiliated
Feb 14, 2022 to Jul 27, 2022 · Omaha, Ne
Charles Schwab & Co., Inc. national BD
Oct 4, 2021 to Jan 28, 2022 · Westlake, Tx
Td Ameritrade, Inc. former
Feb 7, 2013 to Oct 20, 2021 · Fort Worth, Tx

Moves

a registration end followed by a registration begin elsewhere

MML Investors Services, LLC to Lincoln Investment
left Feb 9, 2026, registered Feb 13, 2026 (4 days) · Affiliated broker-dealer or bank to independent RIA
Cetera Advisor Networks LLC to MML Investors Services, LLC
left Jul 27, 2022, registered Dec 9, 2025 (1231 days) · Affiliated broker-dealer or bank to another
Cwm, LLC to Cetera Advisor Networks LLC
left Jul 27, 2022, registered Mar 31, 2022 (-118 days) · Affiliated broker-dealer or bank to another
Charles Schwab & Co., Inc. to Cwm, LLC
left Jan 28, 2022, registered Feb 14, 2022 (17 days) · Affiliated broker-dealer or bank to another
Td Ameritrade, Inc. to Charles Schwab & Co., Inc.
left Oct 20, 2021, registered Oct 4, 2021 (-16 days) · channel change inside one enterprise, not a move

Signals

William Eric Marney left Mml Investors Services, Llc for Lincoln Investment (registered 2026-02-13)
Feb 9, 2026 · Advisor changed firm · fact
William Eric Marney left Cetera Advisor Networks Llc for Mml Investors Services, Llc (registered 2025-12-09)
Jul 27, 2022 · Advisor changed firm · fact
William Eric Marney left Cwm, Llc for Cetera Advisor Networks Llc (registered 2022-03-31)
Jul 27, 2022 · Advisor changed firm · fact
William Eric Marney left Charles Schwab & Co., Inc. for Cwm, Llc (registered 2022-02-14)
Jan 28, 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address