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.
976 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Daniel Allen Tucker Certified Financial Planner · dual registrant | Mariner BD affiliated | Omaha, Ne | Sep 30, 2016 | 36 y | 1 | 2 |
| Aleksandra Tukan | Mariner BD affiliated | Los Angeles, Ca | Jun 3, 2026 | 10 y | 3 | 2 |
| Christopher Paul Tumio | Mariner BD affiliated | Fairfield, Ct | Oct 4, 2024 | 12 y | 0 | 1 |
| L••• D••• T••••• | M•••••• BD affiliated | West Des Moines, Ia | Jun 7, 2024 | 13 y | 0 | 1 |
| G••••••• E••••• T•••••• Certified Financial Planner | M•••••• BD affiliated | Concord, Nh | May 9, 2025 | 14 y | 2 | 1 |
| L•••• E• V•••• | M•••••• BD affiliated | Pittsburgh, Pa | Oct 3, 2022 | 36 y | 1 | 1 |
| S••• V•• D•• W•• Certified Financial Planner | M•••••• BD affiliated | Los Altos, Ca | Sep 11, 2024 | 11 y | 3 | 1 |
| J••••• V••••••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Nov 19, 2024 | 12 y | 0 | 1 |
| L••• J••••• V••••••••• | M•••••• BD affiliated | Lake Forest, Ca | Jan 8, 2024 | 38 y | 2 | 1 |
| J••• A••••• V••••••••• Certified Financial Planner | M•••••• BD affiliated | Plano, Tx | Jun 4, 2024 | 12 y | 0 | 1 |
| H••••• L•• V•••••• | M•••••• BD affiliated | Anna, Tx | Feb 12, 2026 | 12 y | 2 | 1 |
| L•••• W••• V••••• Certified Financial Planner | M•••••• BD affiliated | Scottsdale, Az | Oct 1, 2025 | 14 y | 3 | 2 |
| W••••• A••••• V••••• | M•••••• BD affiliated | Fairfield, Ct | May 23, 2025 | 15 y | 3 | 2 |
| W•••••• K•••••• V•••••• Certified Financial Planner | M•••••• BD affiliated | Bethlehem, Pa | Jul 1, 2022 | 11 y | 1 | 2 |
| W•••••• C••• V•••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Tigard, Or | Feb 21, 2024 | 10 y | 1 | 1 |
| A•••••• J•••• V•••••• Chartered Financial Analyst | M•••••• BD affiliated | Palm Beach Gardens, Fl | Jul 23, 2026 | 16 y | 1 | 1 |
| J•••• K•••••• V•••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Feb 19, 2020 | 13 y | 1 | 1 |
| M••• V••••• | M•••••• BD affiliated | Overland Park, Ks | Dec 23, 2025 | 12 y | 2 | 2 |
| M•••••• A•••••• V•••••• Certified Financial Planner | M•••••• BD affiliated | Moorestown, Nj | Mar 6, 2025 | 16 y | 3 | 1 |
| R••••• A•• V••••• Certified Financial Planner | M•••••• BD affiliated | Woodland Hills, Ca | Feb 23, 2022 | 20 y | 3 | 1 |
| M••• R•••••• V••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Sep 23, 2016 | 22 y | 3 | 1 |
| B••••••• V•••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Phoenix, Az | May 4, 2022 | 22 y | 1 | 2 |
| L•••• S•••• V•••• | M•••••• BD affiliated | Los Angeles, Ca | Apr 30, 2025 | 11 y | 2 | 1 |
| L••• V•••••• Chartered Financial Analyst | M•••••• BD affiliated | Brentwood, Mo | Dec 7, 2022 | 14 y | 0 | 2 |
| S•••••• E••• W••••• Certified Financial Planner | M•••••• BD affiliated | Chesterfield, Mo | Aug 25, 2026 | 13 y | 3 | 1 |
| C••••••••• W••• Certified Financial Planner | M•••••• BD affiliated | Los Angeles, Ca | Jun 4, 2026 | 11 y | 3 | 1 |
| C••••• L••• W••••••••• | M•••••• BD affiliated | Highlands Ranch, Co | Jan 25, 2025 | 20 y | 0 | 1 |
| D•••• J• W••••• | M•••••• BD affiliated | Jupiter, Fl | Jul 17, 2026 | 13 y | 3 | 1 |
| S•••• G••• W•••••• Certified Financial Planner | M•••••• BD affiliated | Indianapolis, In | Jun 18, 2024 | 18 y | 3 | 1 |
| M•••• W••••••••• Certified Financial Planner | M•••••• BD affiliated | Cranberry Township, Pa | Mar 19, 2024 | 13 y | 2 | 1 |
| B•••• W••• | M•••••• BD affiliated | Overland Park, Ks | Aug 12, 2026 | 10 y | 0 | 1 |
| K•••• M• W••• | M•••••• BD affiliated | Overland Park, Ks | Jan 25, 2016 | 12 y | 0 | 1 |
| C••••••• E•••• W••••• Certified Financial Planner | M•••••• BD affiliated | Irving, Tx | Sep 13, 2024 | 12 y | 0 | 1 |
| D••••••• S•••• W••••••••• Certified Financial Planner | M•••••• BD affiliated | Bloomfield Hills, Mi | Mar 12, 2024 | 18 y | 8 | 1 |
| J•••• W•••• Certified Financial Planner | M•••••• BD affiliated | Novi, Mi | Aug 23, 2021 | 11 y | 0 | 1 |
| G••••••• T••••• W••••• Certified Financial Planner | M•••••• BD affiliated | Fullerton, Ca | Oct 7, 2025 | 28 y | 3 | 1 |
| C••• A•••• W•••••• Certified Financial Planner | M•••••• BD affiliated | Sarasota, Fl | Aug 2, 2021 | 15 y | 2 | 2 |
| C••• L•••• W••••••••• Certified Financial Planner | M•••••• BD affiliated | Raleigh, Nc | Jun 8, 2023 | 14 y | 3 | 1 |
| B•••• T••••• W••••• Certified Financial Planner | M•••••• BD affiliated | Scottsdale, Az | May 29, 2019 | 12 y | 0 | 1 |
| J•••• D••••• W•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Sep 23, 2016 | 12 y | 1 | 1 |
| J••••••• P•••• W•••••• Chartered Financial Analyst | M•••••• BD affiliated | Cincinnati, Oh | Jun 6, 2018 | 15 y | 1 | 1 |
| G•••••• W••••• W•••••••• Certified Financial Planner | M•••••• BD affiliated | Houston, Tx | Jan 17, 2025 | 14 y | 1 | 1 |
| D••• N•••••••• W•••••••• | M•••••• BD affiliated | Houston, Tx | Jan 2, 2019 | 31 y | 1 | 1 |
| J••••• T••• W•••••• Certified Financial Planner | M•••••• BD affiliated | Madison, Nj | Jan 5, 2017 | 31 y | 3 | 1 |
| A••••• C••• W••••• | M•••••• BD affiliated | San Diego, Ca | Feb 18, 2015 | 20 y | 1 | 1 |
| C•••••••• E••• W••••••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | New York, Ny | May 19, 2015 | 14 y | 2 | 2 |
| S•••••• C•••••••• W•••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Sep 23, 2016 | 26 y | 1 | 2 |
| K•••••• H•••• W•••• Certified Financial Planner | M•••••• BD affiliated | Bloomfield Hills, Mi | Jun 1, 2022 | 15 y | 1 | 1 |
| J••••••• J• W••••• | M•••••• BD affiliated | New London, Nh | Jan 3, 2022 | 18 y | 2 | 1 |
| J••••• P••••• W••••••• | M•••••• BD affiliated | Miramar Beach, Fl | Jun 14, 2024 | 12 y | 0 | 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.