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
Howard Edward Rightsell
Feed of 09/14/2026
Also filed as Howard Edward Rightsell
At current firm
3 y
since Feb 10, 2023
In the industry
42 y
since Oct 1, 1983 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- United Advisor Group independent RIA currentsince Feb 10, 2023 · Avon, In
- Cambridge Investment Research Advisors, Inc. BD affiliatedOct 17, 2017 to Feb 17, 2023 · Bloomington, In
- Invest Financial Corporation formerNov 17, 2011 to Oct 18, 2017 · Washington, In
- Cuna Brokerage Services, Inc. formerJul 8, 2010 to Nov 18, 2011 · Franklin, In
- H. Beck, Inc. formerOct 2, 2008 to Oct 2, 2009 · Fort Wayne, In
- Gunnallen Financial, Inc unclassifiedAug 9, 2006 to Nov 9, 2007 · Ft. Wayne, In
- Atlas Capital Management Corp independent RIAJan 14, 1999 to Jul 2, 2003 · Fort Wayne, In
- Sii Investments, Inc. formerJan 14, 1999 to Aug 11, 2006 · Fort Wayne, In
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to United Advisor Groupleft Feb 17, 2023, registered Feb 10, 2023 (-7 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Invest Financial Corporation to Cambridge Investment Research Advisors, Inc.left Oct 18, 2017, registered Oct 17, 2017 (-1 days) · Other
- Cuna Brokerage Services, Inc. to Invest Financial Corporationleft Nov 18, 2011, registered Nov 17, 2011 (-1 days) · Other
- H. Beck, Inc. to Cuna Brokerage Services, Inc.left Oct 2, 2009, registered Jul 8, 2010 (279 days) · Other
- Gunnallen Financial, Inc to H. Beck, Inc.left Nov 9, 2007, registered Oct 2, 2008 (328 days) · Other
- Sii Investments, Inc. to Gunnallen Financial, Incleft Aug 11, 2006, registered Aug 9, 2006 (-2 days) · Other
- Atlas Capital Management Corp to Sii Investments, Inc.left Jul 2, 2003, registered Jan 14, 1999 (-1630 days) · Other
Signals
- Howard Edward Rightsell left Cambridge Investment Research Advisors, Inc. for United Advisor Group (registered 2023-02-10)Feb 17, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address