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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

ROBERT DAVID ROSS

Advisor at THE RETIREMENT GUYS FORMULA

MAUMEE, OH

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Search this name across graphsid dfx:ria:60c7800c-bf3f-fed5-7ef8-490213d4ac25

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2009 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: THE RETIREMENT GUYS FORMULA
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: Sep 22, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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: S63
First exam: May 11, 2012
First registration: Sep 22, 2009
Dual registered: yes, broker-dealer
Other names: R. DAVID ROSS|DAVE ROSS
IAPD individual key: 725746

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
THE RETIREMENT GUYS FORMULA	Independent wealth	Aug 1, 2023	n/a	yes	MAUMEE, OH	Current employment
AMERITAS ADVISORY SERVICES, LLC	Bd affiliated wealth	Nov 1, 2021	Jun 23, 2023	no	Toledo, OH	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Sep 10, 2019	Nov 1, 2021	no	PERRYSBURG, OH\|Lincoln, NE\|Toledo, OH	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	May 31, 2012	Aug 27, 2019	no	HOLLAND, OH\|TOLEDO, OH	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Sep 22, 2009	May 24, 2012	no	PERRYSBURG, OH	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
AMERITAS ADVISORY SERVICES, LLC	THE RETIREMENT GUYS FORMULA	Jun 23, 2023	Aug 1, 2023	39	Firm change	Ibd to RIA
AMERITAS ADVISORY SERVICES	AMERITAS ADVISORY SERVICES, LLC	Nov 1, 2021	Nov 1, 2021	0	Bulk transfer	Ibd to ibd
VOYA FINANCIAL ADVISORS, INC.	AMERITAS ADVISORY SERVICES	Aug 27, 2019	Sep 10, 2019	14	Firm change	Ibd to ibd
AMERITAS ADVISORY SERVICES	VOYA FINANCIAL ADVISORS, INC.	May 24, 2012	May 31, 2012	7	Firm change	Other

Relationships

Registered with (4)

→ THE RETIREMENT GUYS FORMULARegistered adviserregistration: current employment
Aug 1, 2023 to presentfactForm ADV
→ AMERITAS ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 1, 2021 to Jun 23, 2023factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Sep 10, 2019 to Nov 1, 2021factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
May 31, 2012 to Aug 27, 2019factForm ADV

Dated events

Occurred
Jun 23, 2023
Advisor changed firm
Robert David Ross left Ameritas Advisory Services, Llc for The Retirement Guys Formula (registered 2023-08-01)
Form ADVobserved 4 days ago