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

John Edward Levee

Ria Wealth Advisors, LLCindependent RIARound Rock, Tx dual registrantIAPD 2022567

Feed of 09/14/2026

At current firm

3 y

since Feb 15, 2023

In the industry

36 y

since Mar 27, 1990 (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: Presidentreportedadvancedgroup.bizfirm site, Sep 16, 2026
Direct business phone: 512-218-7993reportedadvancedgroup.bizfirm site, Sep 16, 2026
Professional profile: advancedgroup.biz/team/john-e-levee-cwsreportedadvancedgroup.bizfirm 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

Ria Wealth Advisors, LLC independent RIA current
since Feb 15, 2023 · Round Rock, Tx
Diversify Advisory Services, LLC BD affiliated
Feb 25, 2025 to Apr 29, 2025 · Round Rock, Tx
Ria Advisors independent RIA
Jan 2, 2020 to Jul 20, 2023 · Round Rock, Tx
Integrated Advisors Network LLC independent RIA
Sep 18, 2015 to Jan 2, 2020 · Round Rock, Tx
First Allied Advisory Services, Inc. former
Jan 3, 2007 to Jul 16, 2015 · Chesterfield, Mo
Ffp Advisory Services Inc unclassified
Mar 18, 1993 to Jan 3, 2007 · Round Rock, Tx

Moves

a registration end followed by a registration begin elsewhere

Diversify Advisory Services, LLC to no registered destination
left Apr 29, 2025 · Departure, no registered destination
Ria Advisors to Ria Wealth Advisors, LLC
left Jul 20, 2023, registered Feb 15, 2023 (-155 days) · RIA to RIA · moved with a team
Integrated Advisors Network LLC to Ria Advisors
left Jan 2, 2020, registered Jan 2, 2020 (0 days) · RIA to RIA · moved with a team
First Allied Advisory Services, Inc. to Integrated Advisors Network LLC
left Jul 16, 2015, registered Sep 18, 2015 (64 days) · Other · moved with a team
Ffp Advisory Services Inc to First Allied Advisory Services, Inc.
left Jan 3, 2007, registered Jan 3, 2007 (0 days) · corporate re-registration, not a move

Signals

John Edward Levee no longer registered at Diversify Advisory Services, Llc; no later IA registration on IAPD
Apr 29, 2025 · Advisor departure · fact
John Edward Levee left Ria Advisors for Ria Wealth Advisors, Llc (registered 2023-02-15)
Jul 20, 2023 · 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: 36derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address