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.

Current firm

AE WEALTH MANAGEMENT, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 15, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 15, 2013

First registration

Jul 5, 2017

Dual registered

no

IAPD individual key

6264156

• Occurred

  Dec 3, 2024
  Advisor changed firm

  Ryan J Morehead left Tip Group Llc for Ae Wealth Management, Llc (registered 2026-07-13)

  Form ADVobserved 5 days ago
• Occurred

  Jun 15, 2022
  Advisor changed firm

  Ryan J Morehead left On Investment Management Co for Tip Group Llc (registered 2022-09-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a42b57e6-68f3-6522-b425-ef2f8d94bb27

First observed

Jul 5, 2017

Last observed

Sep 14, 2026 6 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.