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 Lyle Pevey
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
3 y
since Jan 7, 2023
In the industry
35 y
since Mar 5, 1991 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Afs Investments state registered currentsince Jan 7, 2023 · Sacramento, Ca
- Mutual Advisors, LLC BD affiliatedJul 1, 2013 to May 23, 2016 · Sacramento, Ca
- Mutual Securities, Inc. formerApr 25, 2011 to Jul 9, 2013 · Orangevale, Ca
- Wealth Design Group unclassifiedFeb 25, 2002 to May 7, 2019 · Sacramento, Ca
- Nfp Advisor Services, LLC formerMar 26, 1998 to Mar 31, 2011 · Sacramento, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealth Design Group to Mutual Securities, Inc.left May 7, 2019, registered Apr 25, 2011 (-2934 days) · Other
- Mutual Advisors, LLC to Afs Investmentsleft May 23, 2016, registered Jan 7, 2023 (2420 days) · Other
- Mutual Securities, Inc. to Mutual Advisors, LLCleft Jul 9, 2013, registered Jul 1, 2013 (-8 days) · Other
- Nfp Advisor Services, LLC to Wealth Design Groupleft Mar 31, 2011, registered Feb 25, 2002 (-3321 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
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address