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

Marney Skinner

LPL Financial LLCBD affiliatedPort Charlotte, Fl dual registrantIAPD 5619440

Feed of 09/15/2026

Also filed as Margaret Adele Skinner

At current firm

1 y

since Jan 22, 2025

In the industry

17 y

since May 11, 2009 (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

LPL Financial LLC BD affiliated current
since Jan 22, 2025 · Naples, Fl
Td Private Client Wealth LLC BD affiliated
Oct 19, 2023 to Jan 31, 2025 · Sarasota, Fl
Eagle Strategies LLC BD affiliated
Feb 25, 2019 to Oct 13, 2023 · Sunrise, Fl
Capital Analysts BD affiliated
Sep 10, 2018 to Oct 5, 2018 · Naples, Fl
Lincoln Investment independent RIA
Sep 7, 2018 to Oct 5, 2018 · Naples, Fl
J.P. Morgan Securities LLC wirehouse
Jan 5, 2017 to Sep 6, 2018 · Naples, Fl
Rfg Advisory, LLC independent RIA
Aug 27, 2014 to Dec 16, 2016 · Naples, Fl
LPL Financial LLC BD affiliated
May 5, 2014 to Oct 28, 2015 · Naples, Fl
Edward Jones national BD
May 14, 2009 to Apr 28, 2014 · Naples, Fl

Moves

a registration end followed by a registration begin elsewhere

Td Private Client Wealth LLC to LPL Financial LLC
left Jan 31, 2025, registered Jan 22, 2025 (-9 days) · Affiliated broker-dealer or bank to another
Eagle Strategies LLC to Td Private Client Wealth LLC
left Oct 13, 2023, registered Oct 19, 2023 (6 days) · Affiliated broker-dealer or bank to another
Lincoln Investment to Capital Analysts
left Oct 5, 2018, registered Sep 10, 2018 (-25 days) · Affiliated broker-dealer or bank to another
Capital Analysts to Eagle Strategies LLC
left Oct 5, 2018, registered Feb 25, 2019 (143 days) · Affiliated broker-dealer or bank to another
J.P. Morgan Securities LLC to Lincoln Investment
left Sep 6, 2018, registered Sep 7, 2018 (1 days) · Wirehouse to affiliated broker-dealer or bank
Rfg Advisory, LLC to J.P. Morgan Securities LLC
left Dec 16, 2016, registered Jan 5, 2017 (20 days) · Other
LPL Financial LLC to Rfg Advisory, LLC
left Oct 28, 2015, registered Aug 27, 2014 (-427 days) · Other · moved with a team
Edward Jones to LPL Financial LLC
left Apr 28, 2014, registered May 5, 2014 (7 days) · Other

Signals

Marney Skinner left Td Private Client Wealth Llc for Lpl Financial Llc (registered 2025-01-22)
Jan 31, 2025 · Advisor changed firm · fact
Marney Skinner left Eagle Strategies Llc for Td Private Client Wealth Llc (registered 2023-10-19)
Oct 13, 2023 · 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address