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 Ronald Jensen
Feed of 09/15/2026
At current firm
1 y
since Dec 4, 2024
In the industry
39 y
since Dec 18, 1986 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sollinda Capital Management LLC mixed wealth currentsince Dec 4, 2024 · Humacao, Pr
- Brs Financial LLC formerAug 16, 2011 to Dec 5, 2024 · Little Rock, Ar
- Voya Financial Advisors, Inc. BD affiliatedJun 18, 2010 to Aug 11, 2011 · Colorado Springs, Co
- Royal Advisors, LLC formerDec 15, 2008 to Jun 2, 2010 · Grandville, Mi
- Pruco Securities, LLC no RAUMMar 26, 2003 to Oct 27, 2006 · San Jose, Ca
- Prudential Equity Group, LLC unclassifiedJan 16, 2001 to Mar 6, 2003 · Palo Alto, Ca
Moves
a registration end followed by a registration begin elsewhere
- Brs Financial LLC to Sollinda Capital Management LLCleft Dec 5, 2024, registered Dec 4, 2024 (-1 days) · RIA to RIA · moved with a team
- Voya Financial Advisors, Inc. to Brs Financial LLCleft Aug 11, 2011, registered Aug 16, 2011 (5 days) · Other
- Royal Advisors, LLC to Voya Financial Advisors, Inc.left Jun 2, 2010, registered Jun 18, 2010 (16 days) · Other
- Pruco Securities, LLC to Royal Advisors, LLCleft Oct 27, 2006, registered Dec 15, 2008 (780 days) · Other
- Prudential Equity Group, LLC to Pruco Securities, LLCleft Mar 6, 2003, registered Mar 26, 2003 (20 days) · Other
Signals
- Richard Ronald Jensen left Brs Financial Llc for Sollinda Capital Management Llc (registered 2024-12-04)Dec 5, 2024 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address