DFX Intelligence
Advisors
Advisors registered through Mariner
Every 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.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Thomas Brian Bennett dual registrant | Mariner BD affiliated | Germantown, Tn | May 17, 2024 | 29 y | 3 | 2 |
| Barbara Sayers Bensink Certified Financial Planner | Mariner BD affiliated | Rochester, Ny | Sep 2, 2025 | 13 y | 1 | 1 |
| Ronald Bruce Beyer Chartered Financial Analyst | Mariner BD affiliated | State College, Pa | Mar 8, 2018 | 12 y | 2 | 1 |
| M•••••• B••••••• | M•••••• BD affiliated | Overland Park, Ks | Mar 19, 2025 | 13 y | 1 | 1 |
| R••••• P•••••• B•••••••• | M•••••• BD affiliated | Tigard, Or | Jan 3, 2022 | 16 y | 4 | 1 |
| M••••• C••••••••• B••••••• | M•••••• BD affiliated | Overland Park, Ks | May 11, 2006 | 35 y | 1 | 2 |
| W••• B•••••• Certified Financial Planner | M•••••• BD affiliated | Nashville, Tn | May 9, 2025 | 12 y | 5 | 1 |
| J•••••• D•••• B•••••• Certified Financial Planner | M•••••• BD affiliated | Novi, Mi | Apr 8, 2019 | 23 y | 8 | 1 |
| K•••• B•••••••• | M•••••• BD affiliated | Amarillo, Tx | Sep 10, 2026 | 10 y | 0 | 1 |
| M•••••• R••••• B•••• | M•••••• BD affiliated | Highlands Ranch, Co | Apr 25, 2023 | 28 y | 6 | 1 |
| N•••• M•••• B••••••••• dual registrant | M•••••• BD affiliated | Meredith, Nh | Jul 27, 2022 | 18 y | 5 | 2 |
| A•••••••• N• B••••• Certified Financial Planner | M•••••• BD affiliated | West Hartford, Ct | Jun 17, 2021 | 12 y | 2 | 1 |
| R•••• B••••••••• | M•••••• BD affiliated | West Chester, Oh | Oct 10, 2025 | 12 y | 0 | 1 |
| B••••••• D•••• B•••••• Certified Financial Planner | M•••••• BD affiliated | Newport Beach, Ca | Jul 11, 2025 | 12 y | 1 | 1 |
| S••••• B•••••••• | M•••••• BD affiliated | Concord, Nh | Mar 23, 2026 | 10 y | 0 | 1 |
| W•••••• T••••• B•••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Mar 17, 2025 | 10 y | 0 | 1 |
| J•••• N••••••• B•••• Certified Financial Planner | M•••••• BD affiliated | Omaha, Ne | Nov 28, 2023 | 17 y | 4 | 1 |
| T••••• C• B••• Certified Financial Planner | M•••••• BD affiliated | Plano, Tx | Aug 31, 2016 | 10 y | 1 | 1 |
| A••• K•••••••• B•••• | M•••••• BD affiliated | Los Angeles, Ca | Mar 1, 2022 | 12 y | 2 | 1 |
| E••• K••••••• B••••••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Feb 3, 2020 | 11 y | 0 | 1 |
| C••••• B•••• | M•••••• BD affiliated | La Mesa, Ca | Sep 20, 2025 | 12 y | 0 | 1 |
| D••••• L•• B••••••• Certified Financial Planner | M•••••• BD affiliated | Brookfield, Wi | Dec 5, 2018 | 16 y | 1 | 1 |
| M••• B•••• Chartered Financial Analyst | M•••••• BD affiliated | Bethlehem, Pa | Jul 5, 2022 | 11 y | 1 | 2 |
| P•••••• J••••• B•••••••• | M•••••• BD affiliated | Los Angles, Ca | Mar 1, 2022 | 14 y | 1 | 1 |
| K••• M• B••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Overland Park, Ks | Mar 15, 2011 | 19 y | 2 | 1 |
| G•••••• S•••• B•••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | M•••••• BD affiliated | Tigard, Or | Jan 3, 2022 | 33 y | 3 | 1 |
| D••• M•••• B••••• | M•••••• BD affiliated | Fullerton, Ca | Feb 28, 2023 | 28 y | 2 | 1 |
| R•••••• T••••• B•••• Certified Financial Planner | M•••••• BD affiliated | Corte Madera, Ca | Feb 2, 2024 | 33 y | 6 | 1 |
| B•••••• J•••• B•••• | M•••••• BD affiliated | Concord, Nh | Jul 10, 2026 | 23 y | 0 | 1 |
| M•••••• S•••• B•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Nov 12, 2010 | 31 y | 1 | 1 |
| T•••• J•• B••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Aug 25, 2022 | 28 y | 2 | 1 |
| J••••••• A••• B•••••• Chartered Financial Analyst | M•••••• BD affiliated | Cincinnati, Oh | Feb 26, 2018 | 12 y | 1 | 1 |
| A••••• R•••• B••••••• | M•••••• BD affiliated | Cincinnati, Oh | Oct 22, 2024 | 12 y | 1 | 1 |
| C•••• S•••••• B••••• | M•••••• BD affiliated | Bellevue, Wa | Apr 16, 2026 | 11 y | 0 | 1 |
| L••• B••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Jan 10, 2011 | 21 y | 3 | 2 |
| C•••••• C•••• B••••• | M•••••• BD affiliated | Manasquan, Nj | May 20, 2026 | 31 y | 1 | 1 |
| D••••••• R•••••• B•••••• Certified Financial Planner | M•••••• BD affiliated | Newport Beach, Ca | Apr 2, 2025 | 11 y | 4 | 1 |
| G••••••• S•••• B•••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Aug 4, 2023 | 25 y | 2 | 1 |
| R••• L••• B•••• | M•••••• BD affiliated | Cincinnati, Oh | Feb 26, 2018 | 26 y | 3 | 2 |
| P••• F•••••••• B••••••• Chartered Financial Analyst | M•••••• BD affiliated | Walnut Creek, Ca | Apr 9, 2026 | 11 y | 0 | 1 |
| M•••• M•••••••• B•••••••• Certified Financial Planner | M•••••• BD affiliated | Madison, Nj | Nov 22, 2016 | 23 y | 2 | 1 |
| A•••••• J••••• B•••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | West Chester, Oh | Sep 27, 2021 | 27 y | 1 | 2 |
| M•••••• J• B••••• | M•••••• BD affiliated | Scottsdale, Az | Feb 21, 2020 | 32 y | 3 | 3 |
| Z•••••• B•••••• Certified Financial Planner | M•••••• BD affiliated | Ventura, Ca | Jun 29, 2026 | 15 y | 2 | 1 |
| P••••• B••••••• Certified Financial Planner | M•••••• BD affiliated | Bloomington, Mn | Dec 22, 2022 | 13 y | 2 | 2 |
| K••••• M• B•••••• | M•••••• BD affiliated | Overland Park, Ks | May 11, 2006 | 20 y | 2 | 1 |
| J••••• D•••••• B••• | M•••••• BD affiliated | Bellevue, Wa | May 11, 2026 | 10 y | 0 | 1 |
| L••••• R•••• M•••••••• B•••• | M•••••• BD affiliated | Tulsa, Ok | Oct 6, 2025 | 11 y | 0 | 1 |
| W•••••• C••• B••••••• | M•••••• BD affiliated | Pittsburgh, Pa | Sep 1, 2021 | 42 y | 3 | 1 |
| A••••• B••••• | M•••••• BD affiliated | New Albany, In | Aug 17, 2026 | 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.
974 advisors match.