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
Thomas Robert Reed
Feed of 09/14/2026
Also filed as Thomas R Reed
At current firm
1 y
since Oct 29, 2024
In the industry
35 y
since Aug 13, 1991 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Axius Advisors LLC independent RIA currentsince Oct 29, 2024 · Saint Charles, Mo
- Cambridge Investment Research Advisors, Inc. BD affiliatedJun 18, 2012 to Jul 16, 2025 · Saint Charles, Mo
- Sunset Financial Services, Inc. formerOct 31, 2011 to Jun 19, 2012 · St Charles, Mo
- Cambridge Investment Research Advisors, Inc. BD affiliatedMay 3, 2010 to Nov 17, 2011 · St Charles, Mo
- Renaissance Financial Corporate Education LLC unclassifiedApr 6, 2005 to Dec 31, 2007 · St. Louis, Mo
- Securian Financial Services, Inc. formerFeb 5, 2002 to May 4, 2010 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Axius Advisors LLCleft Jul 16, 2025, registered Oct 29, 2024 (-260 days) · Other · moved with a team
- Sunset Financial Services, Inc. to Cambridge Investment Research Advisors, Inc.left Jun 19, 2012, registered Jun 18, 2012 (-1 days) · Other
- Cambridge Investment Research Advisors, Inc. to Sunset Financial Services, Inc.left Nov 17, 2011, registered Oct 31, 2011 (-17 days) · Other
- Securian Financial Services, Inc. to Renaissance Financial Corporate Education LLCleft May 4, 2010, registered Apr 6, 2005 (-1854 days) · Other
- Renaissance Financial Corporate Education LLC to Cambridge Investment Research Advisors, Inc.left Dec 31, 2007, registered May 3, 2010 (854 days) · Other
Signals
- Thomas Robert Reed left Cambridge Investment Research Advisors, Inc. for Axius Advisors Llc (registered 2024-10-29)Jul 16, 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