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
Marilyn L Quinn
Certified Financial Planner
Feed of 09/15/2026
Also filed as Marilyn Lee Murphy
At current firm
24 y
since Feb 19, 2002
In the industry
45 y
since Mar 7, 1981 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Oct 4, 2019 · Waterloo, Ia
- Networth Advisors former currentsince Feb 19, 2002
- Advantage Investment Management, LLC formerAug 10, 2015 to Dec 31, 2019 · Waterloo, Ia
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerSep 16, 2004 to Jul 31, 2012 · Waterloo, Ia
- Networth Advisors formerFeb 19, 2002 to Dec 31, 2002 · Waterloo, Ia
Moves
a registration end followed by a registration begin elsewhere
- Advantage Investment Management, LLC to Private Advisor Group, LLCleft Dec 31, 2019, registered Oct 4, 2019 (-88 days) · RIA to RIA · moved with a team
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Advantage Investment Management, LLCleft Jul 31, 2012, registered Aug 10, 2015 (1105 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
- Former SEC-registered adviserderived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address