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 |
|---|---|---|---|---|---|---|
| Casey Michael Hauser | Mariner BD affiliated | Overland Park, Ks | Mar 13, 2018 | 11 y | 2 | 1 |
| Garrett Scott Hawkins Certified Financial Planner | Mariner BD affiliated | Centennial, Co | Jan 16, 2026 | 10 y | 3 | 1 |
| Teresa A Hayes Certified Financial Planner | Mariner BD affiliated | St. Louis, Mo | Jun 17, 2022 | 25 y | 6 | 1 |
| Z•••••• D••••• H•••• | M•••••• BD affiliated | San Jose, Ca | Dec 19, 2022 | 24 y | 6 | 2 |
| S••••• L••• H••••• Chartered Financial Consultant · dual registrant | M•••••• BD affiliated | Overland Park, Ks | May 15, 2006 | 21 y | 2 | 1 |
| L•••• W• H••••••• | M•••••• BD affiliated | Bloomfield Hills, Mi | Mar 19, 2026 | 10 y | 0 | 1 |
| M•••••• S•••• H••••• | M•••••• BD affiliated | Rockland, Ma | Jan 15, 2026 | 29 y | 2 | 3 |
| W•••••• R• H•••••••• | M•••••• BD affiliated | Cincinnati, Oh | Jul 2, 2025 | 11 y | 0 | 1 |
| B••••••• C••••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Boston, Ma | Dec 13, 2022 | 20 y | 5 | 2 |
| B•••• L•• H••••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Overland Park, Ks | Dec 17, 2015 | 32 y | 3 | 2 |
| L••• H•••••• | M•••••• BD affiliated | Bloomington, Mn | Jun 30, 2026 | 11 y | 0 | 1 |
| A•••••• R••••• H•••••••• | M•••••• BD affiliated | Jenks, Ok | Jun 17, 2025 | 18 y | 4 | 1 |
| N••••••• S••••• H•••• Certified Financial Planner | M•••••• BD affiliated | Pleasant Hill, Ca | Sep 17, 2025 | 12 y | 5 | 1 |
| D•••• W•••••• H••••• | M•••••• BD affiliated | Rochester, Ny | Sep 4, 2025 | 30 y | 2 | 1 |
| D•••• M•••••• H•••• Certified Financial Planner | M•••••• BD affiliated | Columbus, Oh | Feb 24, 2026 | 10 y | 0 | 1 |
| J••• H••••• Certified Financial Planner | M•••••• BD affiliated | Elkhorn, Ne | Oct 27, 2025 | 10 y | 3 | 2 |
| C••••• A•••••• H•••••••• Certified Financial Planner | M•••••• BD affiliated | Houston, Tx | Feb 23, 2022 | 11 y | 2 | 1 |
| K•••• M•••• H•••••••• Certified Financial Planner | M•••••• BD affiliated | Houston, Tx | Nov 6, 2019 | 11 y | 2 | 1 |
| E••• A••••• H••••• dual registrant | M•••••• BD affiliated | Davis, Ca | May 28, 2026 | 28 y | 3 | 1 |
| D•••• M•••••• H••• Certified Financial Planner | M•••••• BD affiliated | Madison, Nj | Nov 29, 2016 | 16 y | 2 | 2 |
| R•••• G••••• H•••••• | M•••••• BD affiliated | Pittsburgh, Pa | Sep 1, 2021 | 33 y | 1 | 1 |
| T••••• W•••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Carlsbad, Ca | Jul 31, 2023 | 11 y | 4 | 1 |
| B••••• A••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Tulsa, Ok | Aug 3, 2017 | 10 y | 2 | 2 |
| B••• H••••• H••• | M•••••• BD affiliated | State College, Pa | Mar 15, 2018 | 24 y | 5 | 2 |
| K•••••• M• H••••• Certified Financial Planner | M•••••• BD affiliated | Plano, Tx | Jul 9, 2018 | 18 y | 1 | 1 |
| C•••••• D•••••• H••••••••• | M•••••• BD affiliated | Overland Park, Ks | May 17, 2023 | 13 y | 0 | 2 |
| A••••• W•••••• H••• | M•••••• BD affiliated | Overland Park, Ks | Jul 17, 2023 | 12 y | 0 | 1 |
| K•••••• L•••••• H•••••• | M•••••• BD affiliated | Tulsa, Ok | Dec 19, 2024 | 10 y | 1 | 1 |
| C•••••••• S••• H•••• Certified Financial Planner | M•••••• BD affiliated | Nashville, Tn | Nov 15, 2021 | 14 y | 3 | 1 |
| H••••• D•••• H••• Certified Financial Planner | M•••••• BD affiliated | Park City, Ut | Nov 21, 2022 | 12 y | 0 | 2 |
| M•••••• J••••• H•••• Certified Financial Planner | M•••••• BD affiliated | Dedam, Ma | Jul 9, 2021 | 17 y | 4 | 3 |
| J••••• H••••• | M•••••• BD affiliated | Brookfield, Wi | Jan 29, 2025 | 11 y | 0 | 1 |
| T••••• M•••••• H•••••• Certified Financial Planner | M•••••• BD affiliated | Sarasota, Fl | May 12, 2023 | 10 y | 0 | 1 |
| R••••• G••••• H••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | St. Louis, Mo | May 7, 2018 | 16 y | 3 | 1 |
| S••• H•••• | M•••••• BD affiliated | Plano, Tx | Aug 17, 2024 | 25 y | 0 | 1 |
| J•••••• E•••• H•••• | M•••••• BD affiliated | Rochester, Ny | Sep 11, 2025 | 40 y | 1 | 1 |
| Z•••••• H••••• | M•••••• BD affiliated | Manasquan, Nj | Oct 22, 2020 | 12 y | 0 | 1 |
| C••••••••• R••••• H••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Palm Beach Gardens, Fl | Sep 29, 2016 | 34 y | 5 | 2 |
| P•••••• R••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Palm Beach Gardens, Fl | Feb 10, 2025 | 14 y | 6 | 2 |
| A••••• J• H••••• Certified Financial Planner | M•••••• BD affiliated | Emeryville, Ca | Dec 16, 2021 | 14 y | 1 | 1 |
| G•••••• H••••• | M•••••• BD affiliated | Overland Park, Ks | Feb 21, 2025 | 11 y | 0 | 1 |
| B•••••• M•••••• H••• Certified Financial Planner, Chartered Financial Analyst | M•••••• BD affiliated | Brookfield, Wi | Apr 14, 2025 | 11 y | 2 | 1 |
| S•••• H•••• H••• | M•••••• BD affiliated | Inlet Beach, Fl | Sep 10, 2024 | 33 y | 2 | 1 |
| P•••••• J••••• H••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Brentwood, Mo | Jun 22, 2015 | 43 y | 2 | 2 |
| P•••••• J••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Brentwood, Mo | Dec 21, 2022 | 14 y | 0 | 1 |
| W•••••• H••••• Certified Financial Planner | M•••••• BD affiliated | Oakbrook Terrace, Il | Jan 17, 2025 | 10 y | 3 | 1 |
| A••••• H••••• Certified Financial Planner | M•••••• BD affiliated | New York, Ny | Aug 3, 2021 | 13 y | 2 | 1 |
| M•••••• H••••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | May 21, 2026 | 13 y | 2 | 1 |
| R•••••• D••• H•••• dual registrant | M•••••• BD affiliated | Brentwood, Mo | Aug 10, 2026 | 21 y | 1 | 1 |
| T•••••• I•••• H•••• dual registrant | M•••••• BD affiliated | Overland Park, Ks | May 11, 2006 | 32 y | 2 | 2 |
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.