DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Larry Jefferson Tolbert
Feed of 09/14/2026
Also filed as Larry Jefferson Tolbert
At current firm
9 y
since Sep 28, 2016
In the industry
25 y
since Nov 8, 2000 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Integrity Alliance, LLC BD affiliated currentsince Nov 3, 2025 · Memphis, Tn
- Csenge Advisory Group, LLC independent RIA currentsince Sep 28, 2016 · Memphis, Tn
- Lion Street Advisors, LLC formerJul 31, 2018 to Nov 3, 2025 · Memphis, Tn
- Fsc Securities Corporation formerFeb 8, 2012 to Jul 31, 2018 · Atlanta, Ga
- Private Client LLC formerNov 17, 2011 to Jun 14, 2012 · Memphis, Tn
- Householder Group Financial Advisors, LLC formerMay 11, 2009 to Nov 18, 2011 · Memphis, Tn
- Householder Group, Estate & Retirement Specialists unclassifiedJan 6, 2005 to Apr 23, 2009 · Memphis, Tn
- Saxony Capital Management, LLC independent RIAAug 9, 2004 to Aug 27, 2004 · Memphis, Tn
Moves
a registration end followed by a registration begin elsewhere
- Lion Street Advisors, LLC to Integrity Alliance, LLCleft Nov 3, 2025, registered Nov 3, 2025 (0 days) · corporate re-registration, not a move
- Fsc Securities Corporation to Csenge Advisory Group, LLCleft Jul 31, 2018, registered Sep 28, 2016 (-671 days) · Other
- Private Client LLC to Fsc Securities Corporationleft Jun 14, 2012, registered Feb 8, 2012 (-127 days) · Other
- Householder Group Financial Advisors, LLC to Private Client LLCleft Nov 18, 2011, registered Nov 17, 2011 (-1 days) · Other
- Householder Group, Estate & Retirement Specialists to Householder Group Financial Advisors, LLCleft Apr 23, 2009, registered May 11, 2009 (18 days) · Other
- Saxony Capital Management, LLC to Householder Group, Estate & Retirement Specialistsleft Aug 27, 2004, registered Jan 6, 2005 (132 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address