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RIA / WealthAdvisor10 years in industry

Richard Thaddeus Deary

Advisor at LOOP CAPITAL ASSET MANAGEMENT

MIAMI, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2016 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: LOOP CAPITAL ASSET MANAGEMENT
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Apr 27, 2016
First registration: Apr 27, 2016
Dual registered: no
Other names: RICHARD THADDEUS DEARY|Richard T Deary
IAPD individual key: 6388981

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
LOOP CAPITAL ASSET MANAGEMENT	Institutional manager	May 24, 2023	n/a	yes	MIAMI, FL	Current employment
PTMA INVESTMENT ADVISORS	Asset manager	Apr 22, 2020	Mar 16, 2021	no	Raleigh, NC	Previous registration
MILES CAPITAL, INC.	Former SEC adviser	Mar 28, 2018	Apr 13, 2020	no	Raleigh, NC\|WEST DES MOINES, IA	Previous registration
ZEGA FINANCIAL, LLC	Former SEC adviser	Apr 27, 2016	Jun 26, 2017	no	Columbia, MD\|PALM BEACH GARDENS, FL	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
PTMA INVESTMENT ADVISORS	LOOP CAPITAL ASSET MANAGEMENT	Mar 16, 2021	May 24, 2023	799	Firm change after gap	Other
MILES CAPITAL, INC.	PTMA INVESTMENT ADVISORS	Apr 13, 2020	Apr 22, 2020	9	Firm change	Other
ZEGA FINANCIAL, LLC	MILES CAPITAL, INC.	Jun 26, 2017	Mar 28, 2018	275	Firm change	Other

Relationships

Registered with (4)

→ LOOP CAPITAL ASSET MANAGEMENTRegistered adviserregistration: current employment
May 24, 2023 to presentfactForm ADV
→ PTMA INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Apr 22, 2020 to Mar 16, 2021factForm ADV
→ MILES CAPITAL, INC.Registered adviserregistration: previous registration
Mar 28, 2018 to Apr 13, 2020factForm ADV
→ ZEGA FINANCIAL, LLCRegistered adviserregistration: previous registration
Apr 27, 2016 to Jun 26, 2017factForm ADV

Dated events

No dated event names this entity yet.