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RIA / WealthAdvisorCertified Financial Planner19 years in industry

RYAN DAVIDSON MCPHERSON

Advisor at INTELLIGENT WORTH

ATLANTA, GA

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Search this name across graphsid dfx:ria:8065957c-07ae-d470-8aa3-e768351d9cfb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2007 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: INTELLIGENT WORTH
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: Jul 25, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 28, 2015
First registration: Jul 25, 2007
Dual registered: no
Other names: RYAN D MCPHERSON
IAPD individual key: 5007803

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
SMARTPATH ADVISORS	No RAUM reported	Aug 16, 2019	n/a	yes	ATLANTA, GA	Current employment
INTELLIGENT WORTH	State registered	Jul 26, 2017	n/a	yes	ATLANTA, GA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jun 23, 2015	Jun 13, 2017	no	ATLANTA, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 13, 2012	no	ATLANTA, GA\|Atlanta, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 25, 2007	Jun 1, 2009	no	ATLANTA, GA	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
COMMONWEALTH FINANCIAL NETWORK	INTELLIGENT WORTH	Jun 13, 2017	Jul 26, 2017	43	Firm change	Ibd to state RIA
MORGAN STANLEY	COMMONWEALTH FINANCIAL NETWORK	Jan 13, 2012	Jun 23, 2015	1,257	Firm change after gap	Wirehouse to ibd
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (5)

→ SMARTPATH ADVISORSRegistered adviserregistration: current employment
Aug 16, 2019 to presentfactForm ADV
→ INTELLIGENT WORTHRegistered adviserregistration: current employment
Jul 26, 2017 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jun 23, 2015 to Jun 13, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 13, 2012factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 25, 2007 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.