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
Taylor Keith Ranker
Feed of 09/14/2026
At current firm
0 y
since Mar 20, 2026
In the industry
35 y
since Aug 29, 1991 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Integrated Wealth Concepts LLC independent RIA currentsince Mar 20, 2026 · Tampa, Fl
- Questmont Virtual Family Office, LLC formerApr 11, 2025 to May 14, 2026 · Tampa, Fl
- Kestra Advisory Services, LLC BD affiliatedJan 22, 2018 to Jun 2, 2025 · Camp Hill, Pa
- Osaic Wealth, Inc. BD affiliatedNov 20, 2012 to Jan 25, 2018 · Scottsdale, Az
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerNov 2, 2005 to Nov 28, 2012 · Harrisburg, Pa
- Vicus Capital, Inc. independent RIAFeb 3, 2005 to Nov 3, 2005 · Harrisburg, Pa
Moves
a registration end followed by a registration begin elsewhere
- Questmont Virtual Family Office, LLC to Integrated Wealth Concepts LLCleft May 14, 2026, registered Mar 20, 2026 (-55 days) · RIA to RIA · moved with a team
- Kestra Advisory Services, LLC to Questmont Virtual Family Office, LLCleft Jun 2, 2025, registered Apr 11, 2025 (-52 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Osaic Wealth, Inc. to Kestra Advisory Services, LLCleft Jan 25, 2018, registered Jan 22, 2018 (-3 days) · Other · moved with a team
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Osaic Wealth, Inc.left Nov 28, 2012, registered Nov 20, 2012 (-8 days) · Other
- Vicus Capital, Inc. to National Planning Corporation ("Npc Of America" In Fl & Ny)left Nov 3, 2005, registered Nov 2, 2005 (-1 days) · Other
Signals
- Taylor Keith Ranker left Questmont Virtual Family Office, Llc for Integrated Wealth Concepts Llc (registered 2026-03-20)May 14, 2026 · Advisor changed firm · fact
- Taylor Keith Ranker left Kestra Advisory Services, Llc for Questmont Virtual Family Office, Llc (registered 2025-04-11)Jun 2, 2025 · 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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address