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

Gary Robert Reese

Wealthbuilders Investmentsindependent RIALakeland, Fl IA-onlyIAPD 1801500

Chartered Financial Consultant

Feed of 09/14/2026

At current firm

1 y

since Mar 20, 2025

In the industry

28 y

since Jan 30, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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: Wealth Advisorreportedwealthbuilders.netfirm site, Sep 16, 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

Wealthbuilders Investments independent RIA current
since Mar 20, 2025 · Lakeland, Fl
Wealthbuilders Investments independent RIA
May 27, 2024 to Dec 31, 2024 · Lakeland, Fl
Creative Financial Designs, Inc. BD affiliated
Feb 15, 2013 to Mar 15, 2024 · Bluffton, Oh
Next Financial Group, Inc. former
Mar 14, 2008 to Feb 15, 2013 · Houston, Tx
Capital Financial Services, Inc. former
Nov 14, 2005 to Mar 14, 2008 · Bluffton, Oh
Jesup & Lamont Advisors unclassified
Dec 19, 2003 to Nov 14, 2005 · Bluffton, Oh
Pruco Securities, LLC no RAUM
Jul 25, 2001 to Oct 30, 2003 · Findlay, Oh

Moves

a registration end followed by a registration begin elsewhere

Creative Financial Designs, Inc. to Wealthbuilders Investments
left Mar 15, 2024, registered May 27, 2024 (73 days) · Affiliated broker-dealer or bank to independent RIA
Next Financial Group, Inc. to Creative Financial Designs, Inc.
left Feb 15, 2013, registered Feb 15, 2013 (0 days) · Other
Capital Financial Services, Inc. to Next Financial Group, Inc.
left Mar 14, 2008, registered Mar 14, 2008 (0 days) · Other
Jesup & Lamont Advisors to Capital Financial Services, Inc.
left Nov 14, 2005, registered Nov 14, 2005 (0 days) · Other
Pruco Securities, LLC to Jesup & Lamont Advisors
left Oct 30, 2003, registered Dec 19, 2003 (50 days) · Other

Signals

Gary Robert Reese left Creative Financial Designs, Inc. for Wealthbuilders Investments (registered 2024-05-27)
Mar 15, 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: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address