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 |
|---|---|---|---|---|---|---|
| Kerstin Anne Wiles Certified Financial Planner | Mariner BD affiliated | Sarasota, Fl | Mar 28, 2022 | 27 y | 3 | 1 |
| Martha Ann Wiles | Mariner BD affiliated | Overland Park, Ks | Mar 12, 2018 | 16 y | 2 | 2 |
| Leanne Wilhelm | Mariner BD affiliated | Brentwood, Mo | Jul 15, 2023 | 14 y | 0 | 1 |
| B••••••• N••••• W••••••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Jan 10, 2020 | 12 y | 1 | 2 |
| K•••• C• W••••• | M•••••• BD affiliated | Hixson, Tn | Nov 13, 2025 | 11 y | 0 | 1 |
| V••••• S•••• W••••••• | M•••••• BD affiliated | Phoenix, Az | May 4, 2022 | 19 y | 7 | 2 |
| J•••• K••••••• W•••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Feb 22, 2021 | 16 y | 2 | 1 |
| L•••• H•••• W•••••• | M•••••• BD affiliated | Cincinnati, Oh | Oct 7, 2024 | 13 y | 1 | 1 |
| B••••••• W•••••• W••• Certified Financial Planner | M•••••• BD affiliated | Pleasanton, Ca | Jan 3, 2022 | 35 y | 3 | 2 |
| P••••• J•••• W••• | M•••••• BD affiliated | Tigard, Or | Mar 2, 2026 | 10 y | 0 | 1 |
| M••••••• C••••• W•••• | M•••••• BD affiliated | Highlands Ranch, Co | Sep 30, 2024 | 13 y | 0 | 2 |
| M•••••• C••••••••• W••••••• | M•••••• BD affiliated | Los Angeles, Ca | Mar 15, 2022 | 16 y | 5 | 1 |
| B•••• J••••• W••••• | M•••••• BD affiliated | Palm Beach Gardens, Fl | Apr 24, 2024 | 31 y | 5 | 1 |
| A••• K•••••• W••••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Pittsburg, Pa | Jan 6, 2026 | 14 y | 1 | 1 |
| K••••••• S•••• W••••• Chartered Financial Analyst | M•••••• BD affiliated | Pittsburg, Pa | Jan 7, 2026 | 34 y | 2 | 1 |
| F•••• R••• X•••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Coral Gables, Fl | Jun 5, 2019 | 35 y | 1 | 1 |
| A•••• R••••••• Y••••• Certified Financial Planner | M•••••• BD affiliated | New Albany, In | Feb 1, 2019 | 16 y | 1 | 3 |
| J•••• J••••• Y•••••• dual registrant | M•••••• BD affiliated | Newport Beach, Ca | Dec 4, 2024 | 29 y | 4 | 2 |
| K••••••• C•••• Y•••••• dual registrant | M•••••• BD affiliated | Newport Beach, Ca | Dec 4, 2024 | 28 y | 2 | 1 |
| D•••• F•••• P•••••• Y••••• | M•••••• BD affiliated | Vancouver, Wa | May 19, 2023 | 10 y | 4 | 1 |
| A•••••••• Z•••• Certified Financial Planner | M•••••• BD affiliated | Coral Gables, Fl | Jun 5, 2019 | 11 y | 2 | 1 |
| K••••• Z•• Certified Financial Planner | M•••••• BD affiliated | Pittsburg, Ca | Aug 17, 2026 | 13 y | 5 | 1 |
| S•••• W• Z•••••••• Certified Financial Planner | M•••••• BD affiliated | Charlotte, Nc | Apr 8, 2025 | 12 y | 3 | 1 |
| S•••• A•• Z•••••••• | M•••••• BD affiliated | Kenmore, Wa | Jun 29, 2023 | 26 y | 2 | 1 |
| A•• L••• Z•••••• Certified Financial Planner | M•••••• BD affiliated | Bloomington, Mn | Apr 1, 2020 | 10 y | 0 | 1 |
| S••••• A• Z••• Chartered Financial Analyst | M•••••• BD affiliated | Cincinnati, Oh | Dec 16, 2021 | 13 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.
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