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 Steven Robinson
Feed of 09/14/2026
Also filed as Mark S Robinson
At current firm
0 y
since Apr 22, 2026
In the industry
18 y
since Sep 16, 2008 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gradient Advisors, LLC independent RIA currentsince Apr 22, 2026 · Buffalo, Mn
- Ria Advisory Group, LLC independent RIAFeb 8, 2020 to Nov 20, 2025 · Buffalo, Mn
- MML Investors Services, LLC BD affiliatedSep 26, 2019 to Feb 4, 2020 · Buffalo, Mn
- Pruco Securities, LLC no RAUMMay 3, 2017 to Sep 12, 2019 · St. Louis Park, Mn
- Jim Poe And Associates Inc. formerJan 13, 2017 to Apr 12, 2017 · Fort Worth, Tx
- MML Investors Services, LLC BD affiliatedDec 4, 2013 to Jun 6, 2016 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Ria Advisory Group, LLC to Gradient Advisors, LLCleft Nov 20, 2025, registered Apr 22, 2026 (153 days) · RIA to RIA
- MML Investors Services, LLC to Ria Advisory Group, LLCleft Feb 4, 2020, registered Feb 8, 2020 (4 days) · Affiliated broker-dealer or bank to independent RIA
- Pruco Securities, LLC to MML Investors Services, LLCleft Sep 12, 2019, registered Sep 26, 2019 (14 days) · Affiliated broker-dealer or bank to another
- Jim Poe And Associates Inc. to Pruco Securities, LLCleft Apr 12, 2017, registered May 3, 2017 (21 days) · Other
- MML Investors Services, LLC to Jim Poe And Associates Inc.left Jun 6, 2016, registered Jan 13, 2017 (221 days) · Other
Signals
- Mark Steven Robinson left Ria Advisory Group, Llc for Gradient Advisors, Llc (registered 2026-04-22)Nov 20, 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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address