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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)33 years in industry

EDWARD RONALD LARA

Advisor at PIERCE WEALTH PARTNERS, INC.

BRECKENRIDGE, CO | FORT WORTH, TX

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Search this name across graphsid dfx:ria:27bf3d08-26e1-4f1a-2bdb-037a81db168e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 30, 1993 to Sep 14, 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: PIERCE WEALTH PARTNERS, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Mar 5, 1993
First registration: Aug 30, 1993
Dual registered: yes, broker-dealer
Other names: RON LARA|RON LARA
IAPD individual key: 302498

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
PIERCE WEALTH PARTNERS, INC.	State registered	Mar 21, 2023	n/a	yes	BRECKENRIDGE, CO\|FORT WORTH, TX	Current employment
STRATOS WEALTH ADVISORS LLC	Independent wealth	Dec 3, 2021	Jan 3, 2022	no	BRECKENRIDGE, CO	Previous registration
XML FINANCIAL GROUP	Independent wealth	Feb 4, 2019	Jul 1, 2020	no	FRISCO, CO\|BETHESDA, MD	Previous registration
LARA, MAY & ASSOCIATES, LLC	Former SEC adviser	Jan 2, 2008	Feb 1, 2019	no	Breckenridge, CO\|Fairfax, VA\|FALLS CHURCH, VA\|Rockville, MD	Previous registration
LARA, SHULL & MAY, LTD	n/a	Jul 22, 1999	Dec 31, 2007	no	FRISCO, CO\|FALLS CHURCH, VA\|FALLS CHURCH, VA	Previous registration
THE LARA GROUP, LTD	n/a	Aug 30, 1993	Jun 22, 2010	no	FALLS CHURCH, VA\|FALLS CHURCH, VA	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
STRATOS WEALTH ADVISORS LLC	PIERCE WEALTH PARTNERS, INC.	Jan 3, 2022	Mar 21, 2023	442	Firm change after gap	RIA to state RIA
XML FINANCIAL GROUP	STRATOS WEALTH ADVISORS LLC	Jul 1, 2020	Dec 3, 2021	520	Firm change after gap	RIA to RIA
LARA, MAY & ASSOCIATES, LLC	XML FINANCIAL GROUP	Feb 1, 2019	Feb 4, 2019	3	Firm change	RIA to RIA
THE LARA GROUP, LTD	LARA, SHULL & MAY, LTD	Jun 22, 2010	Jul 22, 1999	-3,988	Firm change after gap	Other
LARA, SHULL & MAY, LTD	LARA, MAY & ASSOCIATES, LLC	Dec 31, 2007	Jan 2, 2008	2	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
145589:284987:MD:2019-02-01	Feb 1, 2019	Feb 4, 2019	ROCKVILLE, MD	Firm change

Relationships

Registered with (6)

→ PIERCE WEALTH PARTNERS, INC.Registered adviserregistration: current employment
Mar 21, 2023 to presentfactForm ADV
→ STRATOS WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Dec 3, 2021 to Jan 3, 2022factForm ADV
→ XML FINANCIAL GROUPRegistered adviserregistration: previous registration
Feb 4, 2019 to Jul 1, 2020factForm ADV
→ LARA, MAY & ASSOCIATES, LLCRegistered adviserregistration: previous registration
Jan 2, 2008 to Feb 1, 2019factForm ADV
→ THE LARA GROUP, LTDRegistered adviserregistration: previous registration
Aug 30, 1993 to Jun 22, 2010factForm ADV
→ LARA, SHULL & MAY, LTDRegistered adviserregistration: previous registration
Jul 22, 1999 to Dec 31, 2007factForm ADV

Dated events

Occurred
Jan 3, 2022
Advisor changed firm
Edward Ronald Lara left Stratos Wealth Advisors Llc for Pierce Wealth Partners, Inc. (registered 2023-03-21)
Form ADVobserved 5 days ago