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
Marek P Pfeil
Feed of 09/15/2026
Also filed as Marek P Pfeil
At current firm
7 y
since Apr 9, 2019
In the industry
11 y
since Oct 1, 2014 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Harmony Point Wealth Advisors, Inc. independent RIA currentsince Nov 4, 2022 · Irvine, Ca
- World Investment Advisors, LLC other currentsince Apr 9, 2019 · Lincroft, Nj
- Creative Planning Institutional Advisors, LLC institutionalDec 17, 2015 to Mar 26, 2019 · Newport Beach, Ca
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning Institutional Advisors, LLC to World Investment Advisors, LLCleft Mar 26, 2019, registered Apr 9, 2019 (14 days) · Other
Signals
No dated event on this person.
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
- Other adviserderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address