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
Tal Diekvoss
Feed of 09/15/2026
Also filed as Tal John Diekvoss
At current firm
2 y
since Nov 3, 2023
In the industry
39 y
since Oct 1, 1986 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Nov 3, 2023 · Chicago, Il
- Fsc Securities Corporation formerJun 10, 2009 to Nov 3, 2023 · Clinton Township, Mi
- Seidman Private Advisors LLC formerSep 20, 2005 to May 14, 2009 · Kirkland, Wa
- Eagle Strategies LLC BD affiliatedMay 5, 2004 to Sep 22, 2005 · Madison, Wi
- Strong Capital Management Inc unclassifiedSep 29, 2003 to Apr 12, 2004 · Menomonee Falls, Wi
- Baker Tilly Investment Advisors formerNov 10, 1997 to Jun 6, 2003 · Madison, Wi
Moves
a registration end followed by a registration begin elsewhere
- Fsc Securities Corporation to Osaic Wealth, Inc.left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move
- Seidman Private Advisors LLC to Fsc Securities Corporationleft May 14, 2009, registered Jun 10, 2009 (27 days) · Other
- Eagle Strategies LLC to Seidman Private Advisors LLCleft Sep 22, 2005, registered Sep 20, 2005 (-2 days) · Other
- Strong Capital Management Inc to Eagle Strategies LLCleft Apr 12, 2004, registered May 5, 2004 (23 days) · Other
- Baker Tilly Investment Advisors to Strong Capital Management Incleft Jun 6, 2003, registered Sep 29, 2003 (115 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address