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
Marc Andrew Aguilar
Certified Financial Planner
Feed of 09/15/2026
Also filed as Drew Aguilar
At current firm
0 y
since May 15, 2026
In the industry
10 y
since Jul 18, 2016 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince May 15, 2026 · San Diego, Ca
- Centurion Wealth Management independent RIAJun 1, 2022 to Apr 13, 2026 · Mclean, Va
- Spire Wealth Management, LLC BD affiliatedAug 31, 2021 to Jun 1, 2022 · Mclean, Va
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 19, 2016 to Aug 11, 2021 · Washington, Dc
- Morgan Stanley wirehouseJul 18, 2016 to Sep 30, 2016 · Mclean, Va
Moves
a registration end followed by a registration begin elsewhere
- Centurion Wealth Management to LPL Financial LLCleft Apr 13, 2026, registered May 15, 2026 (32 days) · RIA to affiliated broker-dealer or bank
- Spire Wealth Management, LLC to Centurion Wealth Managementleft Jun 1, 2022, registered Jun 1, 2022 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Spire Wealth Management, LLCleft Aug 11, 2021, registered Aug 31, 2021 (20 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 30, 2016, registered Sep 19, 2016 (-11 days) · Wirehouse to wirehouse · moved with a team
Signals
- Marc Andrew Aguilar left Centurion Wealth Management for Lpl Financial Llc (registered 2026-05-15)Apr 13, 2026 · Advisor changed firm · fact
- Marc Andrew Aguilar left Spire Wealth Management, Llc for Centurion Wealth Management (registered 2022-06-01)Jun 1, 2022 · 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address