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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

DEREK BRANDT LEVEE

Advisor at RIA WEALTH ADVISORS, LLC

ROUND ROCK, TX | Durango, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:200bedcf-57ee-fe15-df5a-ab735c2123d3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 17, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RIA WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 18, 2000
First registration: Oct 17, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 4121563

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RIA WEALTH ADVISORS, LLC	Independent wealth	Mar 13, 2023	n/a	yes	ROUND ROCK, TX\|Durango, CO	Current employment
DIVERSIFY ADVISORY SERVICES, LLC	Bd affiliated wealth	Feb 25, 2025	Apr 29, 2025	no	SOUTH JORDAN, UT\|Durango, CO	Previous registration
RIA ADVISORS	Independent wealth	Jan 2, 2020	Jul 20, 2023	no	Durango, CO	Previous registration
INTEGRATED ADVISORS NETWORK LLC	Independent wealth	Sep 17, 2015	Jan 2, 2020	no	Durango, CO\|DALLAS, TX	Previous registration
FIRST ALLIED ADVISORY SERVICES, INC.	Former SEC adviser	Oct 17, 2007	Aug 7, 2015	no	ROUND ROCK, TX\|ROUND ROCK, TX\|DURANGO, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DIVERSIFY ADVISORY SERVICES, LLC	n/a	Apr 29, 2025	n/a	n/a	Departure no registered destination	Departure
RIA ADVISORS	RIA WEALTH ADVISORS, LLC	Jul 20, 2023	Mar 13, 2023	-129	Firm change after gap	RIA to RIA
INTEGRATED ADVISORS NETWORK LLC	RIA ADVISORS	Jan 2, 2020	Jan 2, 2020	0	Firm change	RIA to RIA
FIRST ALLIED ADVISORY SERVICES, INC.	INTEGRATED ADVISORS NETWORK LLC	Aug 7, 2015	Sep 17, 2015	41	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
171991:150661:TX:2020-01-02	Jan 2, 2020	Jan 2, 2020	DALLAS, TX	Firm change

Relationships

Registered with (5)

→ RIA WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Mar 13, 2023 to presentfactForm ADV
→ DIVERSIFY ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Feb 25, 2025 to Apr 29, 2025factForm ADV
→ RIA ADVISORSRegistered adviserregistration: previous registration
Jan 2, 2020 to Jul 20, 2023factForm ADV
→ INTEGRATED ADVISORS NETWORK LLCRegistered adviserregistration: previous registration
Sep 17, 2015 to Jan 2, 2020factForm ADV
→ FIRST ALLIED ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 17, 2007 to Aug 7, 2015factForm ADV

Dated events

Occurred
Apr 29, 2025
Advisor departed, no destination yet
Derek Brandt Levee no longer registered at Diversify Advisory Services, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Jul 20, 2023
Advisor changed firm
Derek Brandt Levee left Ria Advisors for Ria Wealth Advisors, Llc (registered 2023-03-13)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:200bedcf-57ee-fe15-df5a-ab735c2123d3
First observed: Oct 17, 2007
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DEREK BRANDT LEVEE

Advisor at RIA WEALTH ADVISORS, LLC

ROUND ROCK, TX | Durango, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:200bedcf-57ee-fe15-df5a-ab735c2123d3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:37 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

RIA WEALTH ADVISORS, LLC

Independent wealth

Mar 13, 2023

n/a

yes

ROUND ROCK, TX|Durango, CO

Current employment

DIVERSIFY ADVISORY SERVICES, LLC

Bd affiliated wealth

Feb 25, 2025

Apr 29, 2025

SOUTH JORDAN, UT|Durango, CO

Previous registration

RIA ADVISORS

Independent wealth

Jan 2, 2020

Jul 20, 2023

Durango, CO

Previous registration

INTEGRATED ADVISORS NETWORK LLC

Independent wealth

Sep 17, 2015

Jan 2, 2020

Durango, CO|DALLAS, TX

Previous registration

FIRST ALLIED ADVISORY SERVICES, INC.

Former SEC adviser

Oct 17, 2007

Aug 7, 2015

ROUND ROCK, TX|ROUND ROCK, TX|DURANGO, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

DIVERSIFY ADVISORY SERVICES, LLC

n/a

Apr 29, 2025

n/a

Departure no registered destination

Departure

RIA ADVISORS

RIA WEALTH ADVISORS, LLC

Jul 20, 2023

Mar 13, 2023

-129

Firm change after gap

RIA to RIA

INTEGRATED ADVISORS NETWORK LLC

RIA ADVISORS

Jan 2, 2020

Firm change

RIA to RIA

FIRST ALLIED ADVISORY SERVICES, INC.

INTEGRATED ADVISORS NETWORK LLC

Aug 7, 2015

Sep 17, 2015

Firm change

Other

Team

Left

Joined

From

Kind

171991:150661:TX:2020-01-02

Jan 2, 2020

DALLAS, TX

Firm change