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RIA / WealthAdvisorCertified Financial Planner15 years in industry

Ryan Shea

Advisor at APEIRON

DALLAS, TX

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Search this name across graphsid dfx:ria:fbb7fe95-8c88-7d23-4d02-4bf0347ba60d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 11, 2014 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: APEIRON
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: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 18, 2013
First registration: Jul 11, 2014
Dual registered: no
Other names: Ryan Michael Shea|Ryan Shea
IAPD individual key: 6237834

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
Apeiron	Independent wealth	Oct 13, 2023	n/a	yes	DALLAS, TX	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 28, 2021	Mar 31, 2022	no	Westlake, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 29, 2017	Mar 27, 2020	no	HURST, TX\|COLLEYVILLE, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 11, 2014	Jun 27, 2017	no	WESTLAKE, TX	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
CHARLES SCHWAB & CO., INC.	Apeiron	Mar 31, 2022	Oct 13, 2023	561	Firm change after gap	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHARLES SCHWAB & CO., INC.	Mar 27, 2020	Jun 28, 2021	458	Firm change after gap	Wirehouse to ibd
STRATEGIC ADVISERS LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 27, 2017	Jun 29, 2017	2	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ APEIRONRegistered adviserregistration: current employment
Oct 13, 2023 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 28, 2021 to Mar 31, 2022factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 29, 2017 to Mar 27, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 11, 2014 to Jun 27, 2017factForm ADV

Dated events

Occurred
Mar 31, 2022
Advisor changed firm
Ryan Shea left Charles Schwab & Co., Inc. for Apeiron (registered 2023-10-13)
Form ADVobserved 6 days ago