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
Randall Craig Long
Feed of 09/14/2026
Also filed as Randy Long
At current firm
3 y
since Jun 29, 2023
In the industry
31 y
since Sep 6, 1995 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Jun 29, 2023 · Newport Beach, Ca
- Sageview Private Client Group, LLC formerMar 25, 2016 to Dec 9, 2025 · Newport Beach, Ca
- Sageview Private Client Group, LLC formerFeb 13, 2015 to Dec 31, 2015 · Newport Beach, Ca
- Sortino Investment Management, LLC unclassifiedJan 4, 2007 to Jul 3, 2007 · Hermosa Beach, Ca
- Creative Planning Institutional Advisors, LLC institutionalSep 22, 2003 to Dec 18, 2025 · Irvine, Ca
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning Institutional Advisors, LLC to Sortino Investment Management, LLCleft Dec 18, 2025, registered Jan 4, 2007 (-6923 days) · Other
- Sageview Private Client Group, LLC to Cetera Investment Advisers LLCleft Dec 9, 2025, registered Jun 29, 2023 (-894 days) · Other · moved with a team
- Sortino Investment Management, LLC to Sageview Private Client Group, LLCleft Jul 3, 2007, registered Feb 13, 2015 (2782 days) · Other
Signals
- Randall Craig Long left Creative Planning Institutional Advisors, Llc for Sortino Investment Management, Llc (registered 2007-01-04)Dec 18, 2025 · Advisor changed firm · fact
- Randall Craig Long left Sageview Private Client Group, Llc for Cetera Investment Advisers Llc (registered 2023-06-29)Dec 9, 2025 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address