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

Dylan J Walker

MarinerBD affiliatedJupiter, FlIA-onlyIAPD 7565514

Feed of 09/14/2026

At current firm

0 y

since Jul 17, 2026

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mariner BD affiliated current
since Jul 17, 2026 · Jupiter, Fl
Atlantic Wealth Partners, LLC former
Jun 27, 2024 to Jul 28, 2026 · North Palm Beach, Fl
Morgan Stanley wirehouse
Feb 24, 2023 to Jul 3, 2024 · Stuart, Fl
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 29, 2022 to Jan 3, 2023 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

Atlantic Wealth Partners, LLC to Mariner
left Jul 28, 2026, registered Jul 17, 2026 (-11 days) · RIA to affiliated broker-dealer or bank · moved with a team
Morgan Stanley to Atlantic Wealth Partners, LLC
left Jul 3, 2024, registered Jun 27, 2024 (-6 days) · Wirehouse to independent RIA
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Morgan Stanley
left Jan 3, 2023, registered Feb 24, 2023 (52 days) · Wirehouse to wirehouse

Signals

Dylan J Walker left Atlantic Wealth Partners, Llc for Mariner (registered 2026-07-17)
Jul 28, 2026 · Advisor changed firm · fact
Dylan J Walker left Morgan Stanley for Atlantic Wealth Partners, Llc (registered 2024-06-27)
Jul 3, 2024 · Advisor changed firm · fact
Dylan J Walker left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Morgan Stanley (registered 2023-02-24)
Jan 3, 2023 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address