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 Donald Verity
Feed of 09/15/2026
Also filed as Mark Donald Verity
At current firm
1 y
since Aug 7, 2025
In the industry
18 y
since Jan 17, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Independent Financial Partners BD affiliated currentsince Aug 7, 2025 · Tampa, Fl
- Equitable Advisors, LLC national BDSep 1, 2021 to Aug 8, 2025 · Newtown, Ct
- Prudential Select Strategies LLC institutionalMar 3, 2020 to Nov 23, 2020 · Hartford, Ct
- Pruco Securities, LLC no RAUMJul 6, 2015 to Feb 13, 2020 · Shelton, Ct
- Equitable Advisors, LLC national BDJun 8, 2009 to Jul 13, 2015 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Equitable Advisors, LLC to Independent Financial Partnersleft Aug 8, 2025, registered Aug 7, 2025 (-1 days) · Affiliated broker-dealer or bank to another
- Prudential Select Strategies LLC to Equitable Advisors, LLCleft Nov 23, 2020, registered Sep 1, 2021 (282 days) · RIA to affiliated broker-dealer or bank
- Pruco Securities, LLC to Prudential Select Strategies LLCleft Feb 13, 2020, registered Mar 3, 2020 (19 days) · channel change inside one enterprise, not a move
- Equitable Advisors, LLC to Pruco Securities, LLCleft Jul 13, 2015, registered Jul 6, 2015 (-7 days) · Other
Signals
- Mark Donald Verity left Equitable Advisors, Llc for Independent Financial Partners (registered 2025-08-07)Aug 8, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address