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 |
|---|---|---|---|---|---|---|
| Dahlia Hellman Goldberg Certified Financial Planner | Mariner BD affiliated | Plano, Tx | Sep 18, 2019 | 10 y | 0 | 1 |
| Eduardo Ariel Gonzalez Certified Financial Planner · dual registrant | Mariner BD affiliated | Coral Gables, Fl | Jul 12, 2021 | 14 y | 6 | 1 |
| Amy Jeneth Gordon | Mariner BD affiliated | Tulsa, Ok | Nov 3, 2017 | 13 y | 1 | 1 |
| M•••••• R• G••••• Certified Financial Planner | M•••••• BD affiliated | Louisville, Ky | Feb 1, 2019 | 14 y | 1 | 2 |
| J•••••• G••••••••• | M•••••• BD affiliated | New York, Ny | Mar 31, 2023 | 17 y | 0 | 2 |
| K••• G••••••••• Certified Financial Planner | M•••••• BD affiliated | Plano, Tx | Jun 14, 2023 | 11 y | 0 | 1 |
| R••• J••• G••••• | M•••••• BD affiliated | Tulsa, Ok | Aug 5, 2026 | 20 y | 6 | 1 |
| G••••• F•••••• G•••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Jan 6, 2021 | 16 y | 1 | 2 |
| L•••• S••• G•••••••• Certified Financial Planner | M•••••• BD affiliated | Coral Gables, Fl | Jun 6, 2019 | 21 y | 1 | 1 |
| J••• C••••••••• G•••• Certified Financial Planner | M•••••• BD affiliated | Berwyn, Pa | Nov 30, 2023 | 16 y | 1 | 1 |
| W•••••• B•••••• G•••••• Chartered Financial Analyst | M•••••• BD affiliated | Overland Park, Ks | Apr 9, 2012 | 22 y | 1 | 2 |
| J••••••• C••••• G••••••• Certified Financial Planner | M•••••• BD affiliated | Corte Madera, Ca | Apr 1, 2019 | 15 y | 2 | 1 |
| M••••••• V•••••• G••••••• dual registrant | M•••••• BD affiliated | Palm Beach Gardens, Fl | Aug 15, 2024 | 24 y | 0 | 1 |
| B•••••• E••••• G•••• Chartered Financial Analyst | M•••••• BD affiliated | Los Angeles, Ca | Jun 1, 2026 | 34 y | 8 | 2 |
| S••••• B•••• G••••••••• | M•••••• BD affiliated | New York, Ny | Jun 2, 2025 | 25 y | 1 | 2 |
| T•••• C•••••••• G•••• Certified Financial Planner | M•••••• BD affiliated | Omaha, Ne | Oct 26, 2023 | 12 y | 0 | 1 |
| B•••• T••••• G•••••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Mar 18, 2020 | 12 y | 3 | 1 |
| M•••••• D•••• G••••••• Certified Financial Planner | M•••••• BD affiliated | San Diego, Ca | Jun 4, 2018 | 22 y | 5 | 1 |
| S•••• Y• G••••••••• Certified Financial Planner | M•••••• BD affiliated | North Reading, Ma | Sep 26, 2024 | 16 y | 1 | 1 |
| T••••• F••••••• G••••••••• Chartered Financial Consultant · dual registrant | M•••••• BD affiliated | Wilmington, De | Jul 23, 2025 | 12 y | 3 | 1 |
| K•••••• F• G••••• | M•••••• BD affiliated | Englewood, Nj | May 12, 2026 | 10 y | 1 | 2 |
| R••••• K••••• G•••••••• Certified Financial Planner | M•••••• BD affiliated | Marlborough, Ma | Jan 13, 2025 | 31 y | 3 | 2 |
| F•••••••• V••••• G•••••• | M•••••• BD affiliated | Pittsburgh, Pa | Oct 3, 2022 | 20 y | 2 | 2 |
| D•••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Oklahoma City, Ok | Jul 19, 2021 | 22 y | 1 | 1 |
| E••• J••• H•••••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Highlands Ranch, Co | Mar 16, 2018 | 26 y | 3 | 2 |
| L••• R•••••• H•••••• | M•••••• BD affiliated | Brentwood, Mo | Jun 8, 2023 | 10 y | 0 | 1 |
| N•••••• L••• H•••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Mar 12, 2018 | 15 y | 1 | 2 |
| M••••• H••• | M•••••• BD affiliated | Sioux Falls, Sd | Mar 22, 2023 | 11 y | 0 | 1 |
| R•••• H••• | M•••••• BD affiliated | Overland Park, Ks | Aug 16, 2022 | 14 y | 0 | 1 |
| L•••••• A••••••••• H••• | M•••••• BD affiliated | Sandy Springs, Ga | Nov 8, 2023 | 26 y | 2 | 1 |
| T••••• B••••• H••• Certified Financial Planner | M•••••• BD affiliated | Sandy Springs, Ga | Nov 8, 2021 | 23 y | 3 | 1 |
| G•••• D•••• H••••• Certified Financial Planner | M•••••• BD affiliated | Highlands Ranch, Co | Jun 5, 2023 | 10 y | 0 | 1 |
| T• H••••••• | M•••••• BD affiliated | Tulsa, Ok | Jul 20, 2026 | 11 y | 0 | 1 |
| C••• S•••••• H••••••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Feb 23, 2021 | 11 y | 3 | 2 |
| T••••• J••• H••••••• | M•••••• BD affiliated | Los Angeles, Ca | Mar 15, 2022 | 12 y | 2 | 1 |
| R•••••• M•••• H•••• | M•••••• BD affiliated | State College, Pa | Mar 8, 2018 | 16 y | 2 | 1 |
| D•••• H•••••• | M•••••• BD affiliated | Florham Park, Nj | Apr 22, 2026 | 11 y | 0 | 1 |
| J••• A•••• H••••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Oct 28, 2022 | 15 y | 0 | 1 |
| P•••• M• H••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Apr 17, 2020 | 13 y | 1 | 1 |
| T••• E••••• H•••••• Chartered Financial Analyst | M•••••• BD affiliated | Houston, Tx | Jan 2, 2019 | 30 y | 1 | 1 |
| M•••••• H••••• | M•••••• BD affiliated | Newport Beach, Ca | Mar 11, 2024 | 19 y | 5 | 1 |
| K••••• J• H••••• | M•••••• BD affiliated | Sioux Falls, Sd | Nov 3, 2025 | 11 y | 0 | 1 |
| E•••••••• H•••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Mar 12, 2018 | 23 y | 1 | 1 |
| S•••• M•••• H•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Jan 21, 2020 | 16 y | 0 | 1 |
| C•••• S•••• H••••• Certified Financial Planner | M•••••• BD affiliated | Batavia, Oh | Feb 2, 2026 | 14 y | 2 | 1 |
| M••• W•••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Los Angeles, Ca | Mar 15, 2022 | 13 y | 2 | 1 |
| B•••••• N••••• H••••••• | M•••••• BD affiliated | San Fracisco, Ca | Nov 4, 2025 | 14 y | 3 | 1 |
| K•••• H••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | Jun 2, 2022 | 25 y | 3 | 2 |
| A••• C• H•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Mar 12, 2018 | 11 y | 1 | 1 |
| K••••• H••••••• | M•••••• BD affiliated | Cincinnati, Oh | Jul 17, 2026 | 10 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.