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 |
|---|---|---|---|---|---|---|
| Cory Simon Doliner Certified Financial Planner | Mariner BD affiliated | New York, Ny | May 9, 2023 | 13 y | 0 | 1 |
| Michael Richard Doman | Mariner BD affiliated | Pittsburgh, Pa | Sep 1, 2021 | 45 y | 1 | 1 |
| Anne Jenelle Dorian dual registrant | Mariner BD affiliated | Overland Park, Ks | May 22, 2018 | 16 y | 4 | 1 |
| J•••• J•••• D••••• Certified Financial Planner | M•••••• BD affiliated | Los Angeles, Ca | Mar 1, 2022 | 17 y | 2 | 1 |
| N••••• R•••• D••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Dec 16, 2016 | 11 y | 2 | 1 |
| L• P••• D••••• Chartered Financial Analyst · dual registrant | M•••••• BD affiliated | Wilmington, De | Oct 1, 2021 | 33 y | 3 | 2 |
| G•••••• S•••••• D•• Chartered Financial Analyst · dual registrant | M•••••• BD affiliated | Brentwood, Mo | Aug 10, 2022 | 13 y | 0 | 1 |
| B•••• E• D•• dual registrant | M•••••• BD affiliated | Brentwood, Mo | Jun 22, 2015 | 41 y | 2 | 1 |
| K•••• G••••• D•••••• Certified Financial Planner | M•••••• BD affiliated | Florham Park, Nj | Mar 17, 2015 | 18 y | 7 | 2 |
| M•••••• P•••••• D•••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Pittsburgh, Pa | Jan 6, 2026 | 15 y | 1 | 1 |
| J••••• A•••• D•••• | M•••••• BD affiliated | Overland Park, Ks | Mar 6, 2023 | 32 y | 0 | 2 |
| T•••••• M••••••••• D•••••• | M•••••• BD affiliated | Bloomington, Mn | Mar 7, 2024 | 11 y | 1 | 1 |
| E•••••••• S•••••• D••••• | M•••••• BD affiliated | Valencia, Pa | Apr 8, 2025 | 11 y | 0 | 1 |
| A•••• M•••••• D••• Certified Financial Planner | M•••••• BD affiliated | El Segundo, Ca | Apr 12, 2021 | 16 y | 2 | 1 |
| M••• J••••• D•••••• Certified Financial Planner | M•••••• BD affiliated | Brookfield, Wi | Jun 2, 2023 | 10 y | 0 | 1 |
| M•••••• S••• D•••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Nov 11, 2019 | 34 y | 2 | 1 |
| E••••• G••••• D•••• | M•••••• BD affiliated | Park City, Ut | Sep 20, 2019 | 31 y | 2 | 2 |
| J••• I• D•••• Certified Financial Planner | M•••••• BD affiliated | Oklahoma City, Ok | Jul 2, 2020 | 16 y | 0 | 1 |
| B•••• R••••• D••••• dual registrant | M•••••• BD affiliated | Brentwood, Mo | Apr 16, 2026 | 42 y | 2 | 3 |
| C••••• P• D••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | St. Louis, Mo | Apr 17, 2026 | 20 y | 4 | 1 |
| B•••• D•••••• | M•••••• BD affiliated | Overland Park, Ks | Mar 4, 2025 | 10 y | 0 | 1 |
| J•••• R•••• D••• Chartered Financial Analyst | M•••••• BD affiliated | Overland Park, Ks | Oct 25, 2023 | 12 y | 0 | 1 |
| K••••••• M•••• D••• | M•••••• BD affiliated | Overland Park, Ks | May 15, 2009 | 20 y | 3 | 1 |
| M••• E••••• D••••••••• Certified Financial Planner | M•••••• BD affiliated | Plano, Tx | Dec 7, 2022 | 13 y | 0 | 1 |
| H•••• D••••• D••••• | M•••••• BD affiliated | San Diego, Ca | Sep 6, 2022 | 14 y | 3 | 1 |
| C•••••• E•••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Jul 21, 2022 | 12 y | 0 | 1 |
| R••• N••• E••••••• Certified Financial Planner | M•••••• BD affiliated | Bellevue, Wa | Feb 2, 2021 | 22 y | 2 | 1 |
| E•••• N••••• E••• | M•••••• BD affiliated | Las Vegas, Nv | Jun 13, 2025 | 21 y | 2 | 1 |
| G•••••• P••• E••••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Nov 22, 2022 | 24 y | 1 | 2 |
| L•••• K•• E•••••• Certified Financial Planner | M•••••• BD affiliated | Nashville, Tn | Oct 31, 2019 | 10 y | 1 | 2 |
| A••• J•••• E•••• | M•••••• BD affiliated | Indianapolis, In | Sep 17, 2024 | 17 y | 1 | 1 |
| M•••••• I••••• E•••••• | M•••••• BD affiliated | San Jose, Ca | Aug 21, 2026 | 24 y | 2 | 1 |
| J•••••• L•••• E•••••• Certified Financial Planner | M•••••• BD affiliated | Bellevue, Wa | Aug 31, 2026 | 11 y | 1 | 1 |
| D•••• M•••••• E••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Apr 3, 2019 | 16 y | 3 | 1 |
| M•••••• H•••• A•••••••• E••• Certified Financial Planner | M•••••• BD affiliated | Sicklerville, Nj | May 9, 2025 | 12 y | 2 | 1 |
| M•••••• D••••• E•••••• Certified Financial Planner | M•••••• BD affiliated | Bloomfield Hills, Mi | Jun 1, 2022 | 35 y | 3 | 2 |
| C••• W•••••• E••• Certified Financial Planner | M•••••• BD affiliated | Berwyn, Pa | Dec 1, 2021 | 23 y | 2 | 3 |
| P••• R•••••• E••••••• dual registrant | M•••••• BD affiliated | Tigard, Or | Jan 3, 2022 | 25 y | 4 | 2 |
| J••••• B••••••• E•••• Certified Financial Planner | M•••••• BD affiliated | Florham Park, Nj | Nov 13, 2025 | 12 y | 6 | 1 |
| J•• A•••••• E•••• | M•••••• BD affiliated | Ludlow, Ky | Nov 18, 2025 | 21 y | 0 | 2 |
| A•• E•••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | May 31, 2022 | 24 y | 0 | 1 |
| R•••••• I•••• F•••••• Certified Financial Planner | M•••••• BD affiliated | Mcminnville, Or | Feb 16, 2023 | 11 y | 0 | 1 |
| A••••• P••• F••••••• | M•••••• BD affiliated | Madison, Nj | May 31, 2022 | 20 y | 0 | 1 |
| L•• J••••••• F••••••• Chartered Financial Analyst | M•••••• BD affiliated | Beachwood, Oh | Feb 26, 2018 | 14 y | 1 | 1 |
| G••• A•• F••••• | M•••••• BD affiliated | San Antonio, Tx | Jul 1, 2015 | 24 y | 0 | 2 |
| L••• M••••••• F••••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Palm Beach Gardens, Fl | Nov 28, 2018 | 26 y | 4 | 1 |
| X••••• O••• F•••••••• C••• | M•••••• BD affiliated | Guaynabo, Pr | Jul 10, 2026 | 10 y | 0 | 1 |
| C••••••••• F•••••• | M•••••• BD affiliated | New York, Ny | Dec 22, 2021 | 10 y | 0 | 1 |
| J•••• R•••••• F•••• | M•••••• BD affiliated | Greer, Sc | May 28, 2026 | 11 y | 0 | 2 |
| M•••••• M•••• F••••• | M•••••• BD affiliated | New York, Ny | Aug 12, 2021 | 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.