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 |
|---|---|---|---|---|---|---|
| Edward Michael Mc Gervey | Mariner BD affiliated | Canton, Oh | Jan 4, 2023 | 24 y | 2 | 2 |
| Tashauna Mcallister | Mariner BD affiliated | Plano, Tx | May 14, 2026 | 11 y | 0 | 1 |
| John Kenneth Mcandrews | Mariner BD affiliated | Plano, Tx | Jan 9, 2023 | 10 y | 0 | 1 |
| M•••••• K•••••• M•••••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Sep 27, 2016 | 13 y | 1 | 2 |
| C••••• S•••• M••••• | M•••••• BD affiliated | Louisville, Ky | Oct 16, 2025 | 11 y | 0 | 1 |
| J••••• B•••• M••••••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Jun 8, 2021 | 20 y | 1 | 2 |
| A•••••••• M•••••• M••••• Certified Financial Planner | M•••••• BD affiliated | Burke, Va | Mar 6, 2026 | 28 y | 5 | 1 |
| C•••••• E••••• M•••••••• | M•••••• BD affiliated | Florham Park, Nj | Oct 21, 2021 | 10 y | 0 | 1 |
| L•••••• H••• M••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Sep 23, 2016 | 16 y | 1 | 3 |
| A••••• K•••••• M••••••• Certified Financial Planner | M•••••• BD affiliated | Miramar Beach, Fl | Mar 1, 2022 | 13 y | 1 | 2 |
| P•••••• R••• M••••••• Certified Financial Planner | M•••••• BD affiliated | Miramar Beach, Fl | Mar 1, 2022 | 16 y | 1 | 2 |
| D••••• T••••• M•••••••• Chartered Financial Analyst | M•••••• BD affiliated | Sarasota, Fl | Mar 31, 2025 | 11 y | 0 | 1 |
| J•••• E••••• M•••••• | M•••••• BD affiliated | Overland Park, Ks | Apr 17, 2020 | 33 y | 4 | 1 |
| S•••• T••••• M•••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Jun 18, 2018 | 10 y | 0 | 1 |
| M•••••• J•••• M••••••• Certified Financial Planner | M•••••• BD affiliated | Columbus, Oh | Jan 4, 2023 | 10 y | 1 | 2 |
| M•••••• E••••• M••••••• | M•••••• BD affiliated | Beachwood, Oh | Jan 4, 2023 | 11 y | 1 | 1 |
| S••• W•••••• M••••••• Chartered Financial Analyst | M•••••• BD affiliated | Highlands Ranch, Co | Jun 16, 2026 | 27 y | 2 | 1 |
| M•••••• A••••• M•••••• | M•••••• BD affiliated | New York, Ny | Jun 21, 2021 | 22 y | 1 | 1 |
| H•••• J••• M•••••••• Certified Financial Planner | M•••••• BD affiliated | Amarillo, Tx | Oct 26, 2023 | 10 y | 0 | 1 |
| J••••• M•••••• dual registrant | M•••••• BD affiliated | Florham Park, Nj | Feb 17, 2023 | 12 y | 0 | 1 |
| J•••• B•••• M•••••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Cincinnati, Oh | Feb 12, 2025 | 28 y | 2 | 1 |
| G••••• K•• M••••••• | M•••••• BD affiliated | Wichita, Ks | Feb 2, 2022 | 25 y | 0 | 1 |
| B•••• J••••• M•••••• Certified Financial Planner | M•••••• BD affiliated | Bethesda, Md | Mar 24, 2023 | 21 y | 5 | 3 |
| A•••••• R•••••• M••••• Certified Financial Planner | M•••••• BD affiliated | Basking Ridge, Nj | Nov 30, 2022 | 14 y | 0 | 1 |
| M•••••• M••••••••• Certified Financial Planner | M•••••• BD affiliated | Cincinnati, Oh | Feb 26, 2018 | 11 y | 1 | 1 |
| N••• P•••••• M•••••• | M•••••• BD affiliated | Cincinnati, Oh | Mar 4, 2026 | 10 y | 0 | 1 |
| T•••• L••• M•••••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Sep 10, 2018 | 10 y | 0 | 1 |
| A••••• G•••• M••••••• dual registrant | M•••••• BD affiliated | Sarasota, Fl | Dec 16, 2024 | 33 y | 5 | 1 |
| D•••••• L••• M••••••••• Certified Financial Planner | M•••••• BD affiliated | Charlotte, Nc | Dec 19, 2018 | 34 y | 2 | 1 |
| S••• M•••••• M•••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Brentwood, Mo | Dec 6, 2022 | 11 y | 1 | 2 |
| S••• A••• M•••• Certified Financial Planner | M•••••• BD affiliated | West Des Moines, Ia | Jan 15, 2019 | 25 y | 2 | 2 |
| K•• A•••• M•••••• | M•••••• BD affiliated | Mcminnville, Or | Mar 16, 2022 | 37 y | 3 | 1 |
| E••••• J••••• M•••••• dual registrant | M•••••• BD affiliated | Omaha, Ne | Oct 16, 2017 | 27 y | 5 | 2 |
| E••••• J••• M•••• | M•••••• BD affiliated | Bloomfield Hills, Mi | Aug 1, 2022 | 10 y | 1 | 2 |
| M••••• P••• M••••••• Certified Financial Planner | M•••••• BD affiliated | Brookfield, Wi | Jun 17, 2022 | 15 y | 0 | 1 |
| M•••••• T• M••••• | M•••••• BD affiliated | New York, Ny | May 20, 2024 | 15 y | 0 | 2 |
| R••• V•••••• M•••• Certified Financial Planner | M•••••• BD affiliated | Sioux Falls, Sd | Jun 3, 2019 | 15 y | 3 | 2 |
| H••• C•••• M•••• Certified Financial Planner | M•••••• BD affiliated | Scottsdale, Az | Oct 3, 2025 | 15 y | 4 | 1 |
| J•••• C• M••••• | M•••••• BD affiliated | Brentwood, Mo | Sep 8, 2023 | 17 y | 3 | 1 |
| S•••• N• M••• Certified Financial Planner | M•••••• BD affiliated | Newport Beach, Ca | Nov 16, 2023 | 15 y | 3 | 1 |
| K•••••• N••••• M•••• | M•••••• BD affiliated | Overland Park, Ks | Feb 8, 2019 | 14 y | 2 | 1 |
| C•••••• D•••• M•••• Certified Financial Planner | M•••••• BD affiliated | Brentwood, Mo | Apr 24, 2023 | 10 y | 0 | 1 |
| E••••• M•••• Certified Financial Planner | M•••••• BD affiliated | Austin, Tx | Feb 20, 2026 | 10 y | 1 | 1 |
| C••• M••••••• M••••• Certified Financial Planner | M•••••• BD affiliated | Highlands Ranch, Co | Nov 2, 2021 | 24 y | 2 | 2 |
| B••••• N••••• M••••• Certified Financial Planner | M•••••• BD affiliated | Highlands Ranch, Co | Feb 6, 2023 | 12 y | 1 | 1 |
| M•••••• C•••••• M•••••• | M•••••• BD affiliated | Los Altos, Ca | Oct 6, 2025 | 15 y | 0 | 1 |
| J•• J••••• M••••••• | M•••••• BD affiliated | New Orleans, La | May 5, 2026 | 17 y | 3 | 1 |
| A••• M•••••• M•••••• | M•••••• BD affiliated | Plano, Tx | Mar 31, 2026 | 12 y | 5 | 1 |
| L••• A•• M•••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Nov 12, 2019 | 18 y | 2 | 1 |
| P•••• J••••• M•••••••• | M•••••• BD affiliated | Rochester, Mn | Feb 16, 2021 | 25 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.