DFX Intelligence
Advisors
Advisors registered through MarinerAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
974 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Cameron Nicholas Kerkes Certified Financial Planner | Mariner BD affiliated | Bloomington, Mn | Sep 4, 2026 | 11 y | 1 | 1 |
| Jacob Walter Kern | Mariner BD affiliated | Overland Park, Ks | Sep 18, 2008 | 18 y | 1 | 2 |
| Zubair Ahmad Khan Certified Financial Planner, Chartered Financial Analyst | Mariner BD affiliated | Bethesda, Md | Nov 6, 2025 | 19 y | 6 | 1 |
| J•••• K•••• K••••• | M•••••• BD affiliated | Canton, Ga | Mar 24, 2025 | 14 y | 3 | 1 |
| P•••••• A• K•••••••• Certified Financial Planner | M•••••• BD affiliated | Plano, Tx | Sep 30, 2016 | 18 y | 4 | 1 |
| K••••••••• K•••• | M•••••• BD affiliated | Danville, Ca | May 9, 2023 | 13 y | 0 | 1 |
| C•••••• K••••• Certified Financial Planner | M•••••• BD affiliated | Fort Lauderdale, Fl | May 9, 2025 | 28 y | 5 | 1 |
| G•••••• L•••• K••• Certified Financial Planner | M•••••• BD affiliated | Madison, Nj | Mar 11, 2022 | 22 y | 2 | 1 |
| Z•••••• H••••••• K•••••• | M•••••• BD affiliated | Ponte Vedra, Fl | Jan 3, 2025 | 11 y | 0 | 1 |
| T••••• T•••••• K•••••• | M•••••• BD affiliated | Kirkland, Wa | Sep 1, 2023 | 11 y | 1 | 1 |
| J••• J• K•••• | M•••••• BD affiliated | Fargo, Nd | Nov 12, 2024 | 20 y | 3 | 1 |
| C••••••••• L••• K••••• | M•••••• BD affiliated | Overland Park, Ks | Sep 3, 2026 | 17 y | 1 | 1 |
| T••••• M••••• K••••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Sarasota, Fl | Feb 21, 2023 | 12 y | 3 | 2 |
| C••••••••• T• K•••••• | M•••••• BD affiliated | New York, Ny | Aug 16, 2021 | 12 y | 0 | 1 |
| C•••••• K•••••• | M•••••• BD affiliated | Miramar Beach, Fl | Apr 8, 2026 | 10 y | 0 | 1 |
| N••• K•••••• Certified Financial Planner | M•••••• BD affiliated | Amsterdam, Ny | Aug 20, 2025 | 13 y | 1 | 2 |
| M••••• J•• K•••••• | M•••••• BD affiliated | Sarasota, Fl | Aug 4, 2021 | 38 y | 4 | 1 |
| A••• R•••••• K••• | M•••••• BD affiliated | Overland Park, Ks | Oct 16, 2020 | 14 y | 1 | 2 |
| D•••••• J••••• K•••• | M•••••• BD affiliated | Seminole, Fl | Nov 13, 2024 | 16 y | 3 | 1 |
| R••••• A••• K•••••••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Jan 30, 2018 | 13 y | 2 | 4 |
| T••••• M•••••• K••••• | M•••••• BD affiliated | Omaha, Ne | Mar 11, 2019 | 19 y | 4 | 1 |
| P••••• W• K••••••• Certified Financial Planner | M•••••• BD affiliated | Nashville, Tn | Mar 23, 2023 | 13 y | 0 | 2 |
| L••• H•••• K•••••• | M•••••• BD affiliated | Cincinnati, Oh | Feb 10, 2025 | 10 y | 1 | 1 |
| J••••••• L••••••• K••••• | M•••••• BD affiliated | Charlotte, Nc | Nov 11, 2025 | 12 y | 0 | 2 |
| D•• L•••• K•••••• | M•••••• BD affiliated | Bellevue, Wa | Apr 19, 2021 | 15 y | 2 | 1 |
| A•••••••• K•• K•••••• | M•••••• BD affiliated | Bloomington, Mn | Sep 25, 2025 | 16 y | 1 | 1 |
| J••• J•••••• K••••••••• Chartered Financial Analyst | M•••••• BD affiliated | Cincinnati, Oh | Feb 26, 2018 | 17 y | 2 | 1 |
| E•••• S•••• K•••••••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Jun 13, 2024 | 21 y | 1 | 1 |
| A••• J••••• K••••••• | M•••••• BD affiliated | Bloomington, Mn | Nov 19, 2025 | 17 y | 1 | 1 |
| P••••••• B•••• K••••• Certified Financial Planner | M•••••• BD affiliated | Highlands Ranch, Co | Mar 16, 2018 | 39 y | 2 | 1 |
| B•••• C••••••••• K•••••• Chartered Financial Analyst | M•••••• BD affiliated | Overland Park, Ks | Mar 1, 2018 | 12 y | 1 | 1 |
| C•••••• D••••• K••• Certified Financial Planner | M•••••• BD affiliated | Lanham, Md | Jun 4, 2024 | 11 y | 0 | 2 |
| B•••• E•••••• K••••• | M•••••• BD affiliated | Overland Park, Ks | May 11, 2006 | 40 y | 1 | 1 |
| J•• R•••••• L•••••• dual registrant | M•••••• BD affiliated | Sarasota, Fl | Dec 16, 2024 | 16 y | 6 | 1 |
| J••••••• A• L••••• | M•••••• BD affiliated | Sarasota, Fl | Sep 1, 2023 | 26 y | 3 | 1 |
| C••••• R••••• B••••• L••••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Aug 6, 2021 | 13 y | 0 | 1 |
| B•••• L•••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Bloomington, Mn | Dec 13, 2021 | 17 y | 2 | 1 |
| R•••• N• L••••••• Certified Financial Planner | M•••••• BD affiliated | Tallahassee, Fl | Feb 18, 2025 | 12 y | 3 | 2 |
| C•••• S•••• L••••• Certified Financial Planner | M•••••• BD affiliated | Birmingham, Al | Aug 22, 2023 | 26 y | 4 | 1 |
| M•••••• T••• L••••• | M•••••• BD affiliated | Tigard, Or | Dec 6, 2022 | 16 y | 0 | 1 |
| A••••• E••••• L••••••• Certified Financial Planner, Chartered Financial Consultant | M•••••• BD affiliated | Greenville, Sc | Mar 16, 2023 | 14 y | 1 | 1 |
| A•••• L••••• | M•••••• BD affiliated | Wichita, Ks | Oct 16, 2025 | 10 y | 0 | 1 |
| B•••• L•••• L•••••• | M•••••• BD affiliated | San Jose, Ca | Apr 27, 2026 | 14 y | 2 | 1 |
| W•••••• H•••• L•••• Certified Financial Planner | M•••••• BD affiliated | Tigard, Or | Jan 3, 2022 | 28 y | 2 | 1 |
| A•••••• L••••••• | M•••••• BD affiliated | New York, Ny | Dec 2, 2022 | 10 y | 0 | 1 |
| D••••• L•• Certified Financial Planner | M•••••• BD affiliated | Englewood, Co | Feb 28, 2025 | 10 y | 5 | 1 |
| R••••• A••••• L•• Certified Financial Planner | M•••••• BD affiliated | Highlands Ranch, Co | Mar 1, 2021 | 30 y | 1 | 1 |
| C•••• J•••• L•••• Certified Financial Planner | M•••••• BD affiliated | Beachwood, Oh | Aug 22, 2018 | 12 y | 1 | 2 |
| B•••• E••••• L••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Jan 7, 2019 | 10 y | 0 | 2 |
| B•••• J•••• L•••••• Certified Financial Planner, Chartered Financial Consultant | M•••••• BD affiliated | Overland Park, Ks | Sep 17, 2010 | 21 y | 1 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.