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
Richard Robert Rush
Feed of 09/15/2026
At current firm
4 y
since Jan 21, 2022
In the industry
33 y
since Feb 4, 1993 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Newedge Advisors BD affiliated currentsince Jan 21, 2022 · Novi, Mi
- Executive Wealth Management, LLC formerJun 29, 2015 to Jan 28, 2022 · Brighton, Mi
- Invest Financial Corporation formerJun 4, 2015 to Jun 6, 2017 · Northville, Mi
- Captrust Financial Advisors formerJun 13, 2013 to Feb 10, 2015 · Clarkston, Mi
- Cig Asset Management, Inc. independent RIADec 11, 2012 to Jan 31, 2013 · Southfield, Mi
- Wells Fargo Advisors wirehouseAug 21, 2012 to Sep 18, 2012 · Farmington Hills, Mi
- Great Lakes Advisors, LLC otherJul 1, 2004 to May 30, 2006 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Executive Wealth Management, LLC to Newedge Advisorsleft Jan 28, 2022, registered Jan 21, 2022 (-7 days) · RIA to affiliated broker-dealer or bank
- Invest Financial Corporation to Executive Wealth Management, LLCleft Jun 6, 2017, registered Jun 29, 2015 (-708 days) · Other · moved with a team
- Captrust Financial Advisors to Invest Financial Corporationleft Feb 10, 2015, registered Jun 4, 2015 (114 days) · Other
- Cig Asset Management, Inc. to Captrust Financial Advisorsleft Jan 31, 2013, registered Jun 13, 2013 (133 days) · Other
- Wells Fargo Advisors to Cig Asset Management, Inc.left Sep 18, 2012, registered Dec 11, 2012 (84 days) · Other
- Great Lakes Advisors, LLC to Wells Fargo Advisorsleft May 30, 2006, registered Aug 21, 2012 (2275 days) · Other
Signals
- Richard Robert Rush left Executive Wealth Management, Llc for Newedge Advisors (registered 2022-01-21)Jan 28, 2022 · 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address