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

Terry Lee Bussard

Nexus One Financial Advisors LLCindependent RIAPlano, TxIA-onlyIAPD 1565533

Feed of 09/14/2026

Also filed as Terry Lee Bussard

At current firm

0 y

since Oct 8, 2025

In the industry

39 y

since Nov 8, 1986 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportednxfa.comfirm site, Sep 15, 2026
Business email: terry@nxfa.comreportednxfa.comfirm site, Sep 15, 2026
Direct business phone: 214-800-4434reportednxfa.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Nexus One Financial Advisors LLC independent RIA current
since Oct 8, 2025 · Plano, Tx
Retirement Planners Of America independent RIA
Apr 4, 2011 to Jan 7, 2026 · Plano, Tx
Cambridge Investment Research Advisors, Inc. BD affiliated
Oct 1, 2010 to Jun 20, 2011 · Plano, Tx
Assetmark, Inc. BD affiliated
Jan 14, 2009 to Jan 25, 2010 · Concord, Ca
Bny Mellon Advisors, Inc. bank affiliated
Nov 10, 2008 to Nov 11, 2008 · Malvern, Pa

Moves

a registration end followed by a registration begin elsewhere

Retirement Planners Of America to Nexus One Financial Advisors LLC
left Jan 7, 2026, registered Oct 8, 2025 (-91 days) · RIA to a newly registered adviser · moved with a team
Cambridge Investment Research Advisors, Inc. to Retirement Planners Of America
left Jun 20, 2011, registered Apr 4, 2011 (-77 days) · Other
Assetmark, Inc. to Cambridge Investment Research Advisors, Inc.
left Jan 25, 2010, registered Oct 1, 2010 (249 days) · Other
Bny Mellon Advisors, Inc. to Assetmark, Inc.
left Nov 11, 2008, registered Jan 14, 2009 (64 days) · Other

Signals

Terry Lee Bussard left Retirement Planners Of America for Nexus One Financial Advisors Llc (registered 2025-10-08)
Jan 7, 2026 · 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: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address