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 |
|---|---|---|---|---|---|---|
| Tamara Lynn Humphries | Mariner BD affiliated | Eugene, Or | Jun 17, 2021 | 32 y | 4 | 1 |
| William David Hutchens Chartered Financial Analyst | Mariner BD affiliated | Concord, Nh | Jan 3, 2022 | 32 y | 3 | 2 |
| Gregory Allen Hutcheson | Mariner BD affiliated | Decatur, Ga | Mar 24, 2025 | 16 y | 10 | 1 |
| D•••• H••••••• | M•••••• BD affiliated | Overland Park, Ks | Mar 27, 2023 | 13 y | 1 | 1 |
| M••••• M•••• H••••••• | M•••••• BD affiliated | Greenville, Sc | Feb 3, 2023 | 12 y | 3 | 1 |
| J••••••• D•••• H••• Certified Financial Planner | M•••••• BD affiliated | Seal Beach, Ca | Jun 29, 2026 | 10 y | 1 | 1 |
| B••••• I••••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Sep 4, 2026 | 10 y | 1 | 1 |
| E•••• I••••• Certified Financial Planner | M•••••• BD affiliated | Bellevue, Wa | Jun 12, 2023 | 13 y | 0 | 1 |
| J••••• C•••••• I•• | M•••••• BD affiliated | Overland Park, Ks | Jan 9, 2016 | 12 y | 0 | 2 |
| J•••• W•••••• I•••• V••••• | M•••••• BD affiliated | Scottsdale, Az | Mar 26, 2025 | 11 y | 0 | 1 |
| F•••••••• J••••• I••••••• Certified Financial Planner, Chartered Financial Consultant | M•••••• BD affiliated | Nashville, Tn | Dec 5, 2017 | 12 y | 1 | 2 |
| C•••••• J••••• I••• | M•••••• BD affiliated | Sioux Falls, Sd | May 13, 2026 | 10 y | 0 | 1 |
| A•••••• N••••• I••••••••• Certified Financial Planner | M•••••• BD affiliated | Port St Lucie, Fl | Mar 31, 2026 | 10 y | 2 | 1 |
| R••••• I••••• | M•••••• BD affiliated | Los Angeles, Ca | May 2, 2025 | 11 y | 1 | 1 |
| D••••• L••••• J•••••• | M•••••• BD affiliated | Sarasota, Fl | Nov 19, 2025 | 11 y | 0 | 1 |
| E•••• T••••• J•••••• Certified Financial Planner | M•••••• BD affiliated | Cincinnati, Oh | Feb 10, 2025 | 14 y | 1 | 1 |
| K•••• J•••••• Certified Financial Planner | M•••••• BD affiliated | Fort Worth, Tx | Mar 20, 2024 | 11 y | 3 | 1 |
| M••• J•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Mar 26, 2024 | 18 y | 1 | 1 |
| R•• P•••• J•••• Certified Financial Planner | M•••••• BD affiliated | Greenville, Sc | Feb 3, 2023 | 23 y | 2 | 1 |
| M•••••• P•••••• J••••• | M•••••• BD affiliated | Downers Grove, Il | Jun 16, 2025 | 11 y | 2 | 1 |
| H•••••• H••• J••••• | M•••••• BD affiliated | Englewood, Co | Jun 25, 2025 | 13 y | 0 | 1 |
| M•••••• P••• J•••••••• | M•••••• BD affiliated | Tigard, Or | Feb 17, 2022 | 37 y | 3 | 1 |
| D••••• B•••••• J•••••• Chartered Financial Analyst | M•••••• BD affiliated | Bloomfield Hills, Mi | Aug 1, 2022 | 37 y | 1 | 1 |
| J••••••• C• J••••• | M•••••• BD affiliated | Tacoma, Wa | Jan 13, 2025 | 23 y | 2 | 1 |
| S••• J•••• | M•••••• BD affiliated | Rochester, Ny | Sep 3, 2025 | 23 y | 1 | 1 |
| L••• M•••• J•••••• | M•••••• BD affiliated | Overland Park, Ks | Nov 23, 2020 | 23 y | 2 | 2 |
| A••••• C••••• J•••••• | M•••••• BD affiliated | Overland Park, Ks | Mar 24, 2022 | 10 y | 3 | 2 |
| Z•••••• J••• J••••• Certified Financial Planner | M•••••• BD affiliated | Edwardsville, Il | Jun 3, 2025 | 14 y | 6 | 2 |
| C••••• J•••• | M•••••• BD affiliated | Chicago, Il | Oct 23, 2025 | 10 y | 1 | 1 |
| J•••• F•••••• J•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Aug 17, 2020 | 28 y | 0 | 2 |
| A••• M•••• J•••• Certified Financial Planner | M•••••• BD affiliated | Houston, Tx | Jan 2, 2019 | 22 y | 1 | 1 |
| B••••••• W•••••• J•••• Certified Financial Planner | M•••••• BD affiliated | Sarasota, Fl | Aug 2, 2021 | 19 y | 3 | 2 |
| Y••••••• M••• J•••• Certified Financial Planner | M•••••• BD affiliated | Brentwood, Mo | Dec 17, 2025 | 14 y | 1 | 1 |
| J•••••• J•••• J••••• Certified Financial Planner · dual registrant | M•••••• BD affiliated | Florham Park, Nj | Jul 22, 2025 | 10 y | 2 | 1 |
| V•••••• I• J•••••• | M•••••• BD affiliated | San Antonio, Tx | Sep 7, 2021 | 25 y | 1 | 1 |
| A••• S• J•••• | M•••••• BD affiliated | Pittsburgh, Pa | Jun 4, 2025 | 28 y | 1 | 1 |
| A••••• K••••• | M•••••• BD affiliated | Overland Park, Ks | Aug 21, 2026 | 10 y | 0 | 1 |
| J•••• P••• K••• Certified Financial Planner | M•••••• BD affiliated | Sandy Springs, Ga | Feb 7, 2023 | 26 y | 2 | 1 |
| N•••• D• K•••••• Certified Financial Planner | M•••••• BD affiliated | Cincinnati, Oh | Feb 26, 2018 | 18 y | 2 | 1 |
| A•••••••• K•••••• | M•••••• BD affiliated | Oakbrook Terrace, Il | Oct 3, 2022 | 12 y | 0 | 1 |
| J•••• J••••• K••••••• Certified Financial Planner, Personal Financial Specialist | M•••••• BD affiliated | State College, Pa | Apr 13, 2020 | 32 y | 2 | 1 |
| M••••••• M••••• U• K•••• | M•••••• BD affiliated | New York, Ny | Aug 12, 2021 | 13 y | 0 | 1 |
| M•••••• S•••••• K••• Certified Financial Planner | M•••••• BD affiliated | Madison, Nj | May 9, 2022 | 13 y | 2 | 1 |
| B•••• C••••••••• K••••••••• | M•••••• BD affiliated | Overland Park, Ks | Nov 16, 2022 | 10 y | 0 | 1 |
| M•••••• P•••••• K••• Certified Financial Planner | M•••••• BD affiliated | Charlotte, Nc | Nov 1, 2023 | 10 y | 2 | 1 |
| N•••• M••••• K••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Jan 7, 2019 | 13 y | 0 | 1 |
| K••• A•••••• K••••• Certified Financial Planner | M•••••• BD affiliated | Sacramento, Ca | Apr 10, 2024 | 10 y | 1 | 1 |
| K•••••••• M••• K•••• Certified Financial Planner | M•••••• BD affiliated | Overland Park, Ks | Jan 22, 2021 | 22 y | 1 | 3 |
| S••• J••••• K•••• Certified Financial Planner | M•••••• BD affiliated | Dedham, Ma | May 12, 2023 | 22 y | 4 | 3 |
| M••••••• C•••••• K•••••• Certified Financial Planner, Personal Financial Specialist | M•••••• BD affiliated | Novi, Mi | Jun 28, 2024 | 12 y | 1 | 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.