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 J Webster
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Mark Joseph Webster
At current firm
0 y
since Nov 21, 2025
In the industry
14 y
since Jun 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Edward Jones national BD currentsince Nov 21, 2025 · St. Louis, Mo
- Moneta Group Investment Advisors, LLC independent RIAJul 13, 2021 to May 30, 2025 · St. Louis, Mo
- Stifel, Nicolaus & Company, Incorporated national BDAug 27, 2014 to Jul 29, 2021 · St. Louis, Mo
- Stifel Independent Advisors, LLC BD affiliatedAug 22, 2014 to Aug 22, 2014 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Moneta Group Investment Advisors, LLC to Edward Jonesleft May 30, 2025, registered Nov 21, 2025 (175 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Stifel, Nicolaus & Company, Incorporated to Moneta Group Investment Advisors, LLCleft Jul 29, 2021, registered Jul 13, 2021 (-16 days) · Affiliated broker-dealer or bank to independent RIA
- Stifel Independent Advisors, LLC to Stifel, Nicolaus & Company, Incorporatedleft Aug 22, 2014, registered Aug 27, 2014 (5 days) · Other
Signals
- Mark J Webster left Moneta Group Investment Advisors, Llc for Edward Jones (registered 2025-11-21)May 30, 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
- National broker-dealer RIAderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address