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.
Denton Penn Lane
- Title
- Client Support Advisorreportedmarshallfinancialgroup.comfirm site, Sep 15, 2026
- Partner or owner
- “Find the Right Partner”reportedmarshallfinancialgroup.comthe sentence on the bio page
- Direct business phone
- 410-563-1190reportedmarshallfinancialgroup.comfirm site, Sep 15, 2026
- Professional profile
- marshallfinancialgroup.com/team-member/denton-lanereportedmarshallfinancialgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- The Marshall Financial Group LLC independent RIA currentsince Sep 12, 2025 · Hunt Valley, Md
- Farther independent RIAMay 20, 2024 to Aug 22, 2025 · Baltimore, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNov 4, 2022 to May 20, 2024 · New York, Ny
- Farther to The Marshall Financial Group LLCleft Aug 22, 2025, registered Sep 12, 2025 (21 days) · RIA to RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fartherleft May 20, 2024, registered May 20, 2024 (0 days) · Wirehouse to independent RIA
- Denton Penn Lane left Farther for The Marshall Financial Group Llc (registered 2025-09-12)Aug 22, 2025 · Advisor changed firm · fact
- Denton Penn Lane left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Farther (registered 2024-05-20)May 20, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address