DFX Intelligence
Advisors
Advisors registered through Lanark Financial, Inc.
Every 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.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Stephen Miske Miller dual registrant | Lanark Financial, Inc. BD affiliated | Summit, Nj | Aug 17, 2015 | 27 y | 1 | 3 |
| Cynthia Lanell Minnis dual registrant | Lanark Financial, Inc. BD affiliated | Farmington, Mo | Jun 18, 2019 | 36 y | 1 | 4 |
| Gregory Scott Musso dual registrant | Lanark Financial, Inc. BD affiliated | Huntsville, Al | May 22, 2002 | 25 y | 0 | 11 |
| B•••• A••••• N••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Farmington, Mo | Oct 28, 2025 | 13 y | 2 | 1 |
| A••• P•••• N••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Birmingham, Al | May 9, 2008 | 19 y | 0 | 2 |
| N••••••• A•••• O••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Ste. Genevieve, Mo | Sep 17, 2021 | 10 y | 0 | 4 |
| J••••• O••••••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Summit, Nj | Jul 31, 2015 | 34 y | 2 | 2 |
| M•••• O•••• dual registrant | L••••• F••••••••• I••• BD affiliated | Tampa, Fl | Mar 2, 2020 | 25 y | 2 | 3 |
| M•••••• B•••••• O••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Palm Beach Gardens, Fl | Aug 11, 2015 | 42 y | 3 | 1 |
| M•••••• L•••• S••••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Massapequa, Ny | Aug 3, 2015 | 27 y | 1 | 19 |
| L•• S•••• S•••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Bountiful, Ut | Jul 23, 2015 | 34 y | 4 | 9 |
| S••••• A•••• S••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Granville, Oh | Jan 6, 2026 | 31 y | 3 | 1 |
| L••• A•• S•••••• Certified Financial Planner · dual registrant | L••••• F••••••••• I••• BD affiliated | Farmington, Mo | Jun 6, 2019 | 25 y | 3 | 9 |
| D•••• B••••• T••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Hunt Valley, Md | Feb 5, 2013 | 38 y | 2 | 12 |
| M•••• R•••• T•••• dual registrant | L••••• F••••••••• I••• BD affiliated | Rolla, Mo | Jan 10, 2025 | 12 y | 0 | 1 |
| J•••••• A•••• W•••• dual registrant | L••••• F••••••••• I••• BD affiliated | Washington, Mo | Jun 6, 2019 | 32 y | 4 | 3 |
| E••••• J••• W•••• dual registrant | L••••• F••••••••• I••• BD affiliated | Massapequa, Ny | Aug 3, 2015 | 29 y | 2 | 19 |
| A•••••• B•••• W•••• dual registrant | L••••• F••••••••• I••• BD affiliated | Birmingham, Al | Apr 23, 2008 | 26 y | 0 | 1 |
| J••••• A••• W•••••• dual registrant | L••••• F••••••••• I••• BD affiliated | Farmington, Mo | Jun 9, 2022 | 11 y | 0 | 3 |
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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69 advisors match.