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

BAILARD, INC.

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

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

Sep 6, 2013

First registration

Sep 6, 2013

Dual registered

no

Other names

RYAN WILLIAM COLE

IAPD individual key

5804076

• Occurred

  Jan 4, 2024
  Advisor changed firm

  Ryan W Cole left Morgan Stanley for Bailard, Inc. (registered 2024-01-05)

  Form ADVobserved 4 days ago
• Occurred

  Jan 4, 2022
  Advisor changed firm

  Ryan W Cole left Bailard, Inc. for Morgan Stanley (registered 2022-03-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cae96854-b0a2-d266-9bc1-e1eed1ea6826

First observed

Sep 6, 2013

Last observed

Sep 14, 2026 5 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.