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 Toney
Feed of 09/17/2026
Also filed as Mark Jacob Toney
At current firm
0 y
since Jul 21, 2026
In the industry
13 y
since Sep 1, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
6
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- State Farm Investment Management Corp. asset manager currentsince Jul 21, 2026 · Moundsville, Wv
- Raymond James & Associates, Inc. national BDJan 15, 2020 to Jan 6, 2026 · St. Petersburg, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 21, 2014 to Jan 17, 2020 · Virginia Beach, Va
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to State Farm Investment Management Corp.left Jan 6, 2026, registered Jul 21, 2026 (196 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James & Associates, Inc.left Jan 17, 2020, registered Jan 15, 2020 (-2 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
Signals
- Mark J Toney added a PA registration at State Farm Investment Management Corp.Sep 16, 2026 · New state registration · fact
- Mark J Toney added a OH registration at State Farm Investment Management Corp.Sep 15, 2026 · New state registration · fact
- Mark J Toney left Raymond James & Associates, Inc. for State Farm Investment Management Corp. (registered 2026-07-21)Jan 6, 2026 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address