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 Furmanski
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Richard Furmanski
At current firm
11 y
since Sep 23, 2014
In the industry
28 y
since Oct 25, 1997 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Clearview Wealth Solutions, LLC state registered currentsince Sep 23, 2014 · Barrington, Il
- Geneva Advisors, LLC formerJul 30, 2012 to Sep 23, 2014 · Chicago, Il
- Triad Asset Management, Inc. unclassifiedMar 29, 2006 to Mar 24, 2011 · Barrington, Il
- Concord Investment Company unclassifiedOct 25, 1997 to Jan 29, 2004 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Geneva Advisors, LLC to Clearview Wealth Solutions, LLCleft Sep 23, 2014, registered Sep 23, 2014 (0 days) · Other
- Triad Asset Management, Inc. to Geneva Advisors, LLCleft Mar 24, 2011, registered Jul 30, 2012 (494 days) · Other
- Concord Investment Company to Triad Asset Management, Inc.left Jan 29, 2004, registered Mar 29, 2006 (790 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
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address