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 |
|---|---|---|---|---|---|---|
| Joseph Dreyer Lepkowski Certified Financial Planner | Mariner BD affiliated | Novi, Mi | Jun 6, 2022 | 14 y | 1 | 1 |
| Cory Lescavage | Mariner BD affiliated | Los Angeles, Ca | Jun 23, 2026 | 10 y | 0 | 1 |
| Timothy Sean Lesko | Mariner BD affiliated | Park City, Ut | Jan 3, 2022 | 30 y | 2 | 2 |
| B•••• W•••••••• L••••• Chartered Financial Analyst | M•••••• BD affiliated | Austin, Tx | Oct 5, 2022 | 12 y | 4 | 1 |
| J••••• A•••••• L•••• Certified Financial Planner | M•••••• BD affiliated | Sarasota, Fl | Apr 2, 2024 | 18 y | 0 | 2 |
| D•••• J• L•••• | M•••••• BD affiliated | Brentwood, Mo | Sep 23, 2016 | 31 y | 2 | 2 |
| D••••• A• L••••• | M•••••• BD affiliated | Scottsdale, Az | Oct 1, 2024 | 17 y | 0 | 1 |
| A••• Z•••••• L••• | M•••••• BD affiliated | Brentwood, Mo | Mar 11, 2024 | 13 y | 0 | 1 |
| R••••• D••••• L•••••• | M•••••• BD affiliated | Boston, Ma | Feb 22, 2024 | 15 y | 1 | 1 |
| J•••• S••• L•••••• Chartered Financial Analyst | M•••••• BD affiliated | Plano, Tx | Mar 9, 2021 | 14 y | 1 | 1 |
| S••••• D•••• L••••••• | M•••••• BD affiliated | Los Angeles, Ca | Mar 3, 2022 | 32 y | 3 | 1 |
| A••• J•••• L•••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Sep 27, 2016 | 16 y | 1 | 2 |
| L••• H•••• L••••••••• | M•••••• BD affiliated | Longboat, Fl | Feb 26, 2018 | 38 y | 3 | 2 |
| M•••••• G•••••• L•••• Certified Financial Planner | M•••••• BD affiliated | Brookfield, Wi | Mar 26, 2020 | 11 y | 1 | 2 |
| J••••••• R••••• L••••• | M•••••• BD affiliated | Pittsburgh, Pa | Sep 1, 2021 | 15 y | 1 | 2 |
| D••••• E•••• L•••••• Chartered Financial Analyst | M•••••• BD affiliated | Rochester, Ny | Sep 3, 2025 | 28 y | 1 | 1 |
| T•••• J••••• L••••••• | M•••••• BD affiliated | Overland Park, Ks | Apr 30, 2025 | 14 y | 1 | 1 |
| A••••• C•••••••• L••• Certified Financial Planner | M•••••• BD affiliated | Portland, Or | Feb 16, 2021 | 13 y | 3 | 2 |
| L•••• D•••• L•••• Certified Financial Planner | M•••••• BD affiliated | El Suegundo, Ca | May 18, 2012 | 14 y | 1 | 1 |
| N•••• M•••••• L••• | M•••••• BD affiliated | Overland Park, Ks | Sep 12, 2025 | 25 y | 0 | 1 |
| C•••••••• T••••• L•••••••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Feb 7, 2022 | 14 y | 0 | 2 |
| M••••• L•••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | May 19, 2025 | 11 y | 3 | 1 |
| S•••• L••••••• L••••• Chartered Financial Analyst | M•••••• BD affiliated | Emeryville, Ca | Dec 16, 2021 | 16 y | 1 | 1 |
| R•••••• C•••••• L••••••• Certified Financial Planner, Chartered Financial Consultant | M•••••• BD affiliated | Nashville, Tn | May 2, 2024 | 23 y | 6 | 2 |
| D•••• W•••••• L••••• Certified Financial Planner | M•••••• BD affiliated | Raleigh, Nc | Jun 24, 2020 | 13 y | 0 | 2 |
| C•••••••• L••• Certified Financial Planner | M•••••• BD affiliated | Sioux Falls, Sd | Jun 27, 2022 | 10 y | 2 | 1 |
| N••••••• F•••• M•••••••• | M•••••• BD affiliated | Concord, Nh | Jan 3, 2022 | 11 y | 2 | 1 |
| H••••• F••••••• M••••• | M•••••• BD affiliated | Bellevue, Wa | May 4, 2026 | 11 y | 0 | 1 |
| J••• D•••• M•••• | M•••••• BD affiliated | Indianapolis, In | Jul 24, 2025 | 18 y | 4 | 1 |
| M•••••• R••••••• M•••••••• Certified Financial Planner | M•••••• BD affiliated | Bellevue, Wa | Jan 3, 2022 | 12 y | 3 | 1 |
| R••• L•••• M••••• Certified Financial Planner | M•••••• BD affiliated | Wichita, Ks | Jan 30, 2026 | 11 y | 1 | 1 |
| J••••• L•• M••••• | M•••••• BD affiliated | Overland Park, Ks | Dec 17, 2015 | 16 y | 3 | 1 |
| J•••• R•••••• M••••• Certified Financial Planner | M•••••• BD affiliated | Spokane, Wa | Dec 19, 2018 | 13 y | 1 | 2 |
| J•••••• G••••• M•••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Sep 21, 2016 | 35 y | 1 | 1 |
| M•••••• D•••• M••••• | M•••••• BD affiliated | Highlands Ranch, Co | Oct 2, 2023 | 11 y | 0 | 1 |
| M•••• M••••••••• Certified Financial Planner | M•••••• BD affiliated | Newport Beach, Ca | May 19, 2025 | 11 y | 1 | 1 |
| J•••• M••••••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Jul 14, 2022 | 26 y | 5 | 1 |
| Y• M••••••••• O•• Certified Financial Planner | M•••••• BD affiliated | Austin, Tx | Sep 18, 2025 | 10 y | 0 | 1 |
| P••• M••••••••• Certified Financial Planner | M•••••• BD affiliated | Chicago, Il | Apr 22, 2025 | 12 y | 5 | 1 |
| S•••••••• L•••• M•••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Overland Park, Ks | May 11, 2006 | 23 y | 2 | 2 |
| V•••• T•••••• M••••• | M•••••• BD affiliated | Overland Park, Ks | Jun 2, 2025 | 28 y | 4 | 1 |
| D•••• D••••• M••••••••• Certified Financial Planner | M•••••• BD affiliated | Miramar Beach, Fl | Jan 19, 2023 | 13 y | 2 | 2 |
| K•••• M•••••• M••••• Certified Financial Planner | M•••••• BD affiliated | San Antonio, Tx | Jun 16, 2025 | 11 y | 1 | 1 |
| D•••• T••••• M••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Highlands Ranch, Co | May 11, 2018 | 26 y | 3 | 1 |
| C••••••••• B••••• M••••• | M•••••• BD affiliated | East Falmouth, Ma | Sep 23, 2025 | 33 y | 1 | 2 |
| O•••• J•••••• M••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | M•••••• BD affiliated | Sarasota, Fl | Dec 3, 2024 | 31 y | 1 | 2 |
| A••• G• M••••• | M•••••• BD affiliated | Rochester, Ny | Sep 3, 2025 | 30 y | 2 | 1 |
| L•••• W•••••• M•••••• | M•••••• BD affiliated | Miramar Beach, Fl | Mar 4, 2022 | 20 y | 1 | 1 |
| L••• W•••••• M••••• | M•••••• BD affiliated | Manasquan, Nj | Sep 23, 2025 | 13 y | 1 | 1 |
| M•••••• M••••• Certified Financial Planner, Chartered Financial Consultant | M•••••• BD affiliated | Manasquan, Nj | Sep 23, 2025 | 12 y | 2 | 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.