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
Ronald Lane Martin
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
Also filed as Ronald Lane Martin
At current firm
0 y
since Mar 19, 2026
In the industry
34 y
since Feb 28, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Independent Financial Group, LLC BD affiliated currentsince Mar 19, 2026 · San Diego, Ca
- Osaic Wealth, Inc. BD affiliatedJan 13, 2009 to Apr 6, 2026 · St. Louis, Mo
- Premier Financial Partners, LLC unclassifiedSep 8, 2004 to Jul 6, 2022 · St. Louis, Mo
- LPL Financial LLC BD affiliatedMay 19, 2004 to Aug 17, 2005 · St.Louis, Mo
- Ws Griffith Securities, Inc. unclassifiedOct 31, 1995 to May 25, 2004 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Independent Financial Group, LLCleft Apr 6, 2026, registered Mar 19, 2026 (-18 days) · Affiliated broker-dealer or bank to another · moved with a team
- Premier Financial Partners, LLC to Osaic Wealth, Inc.left Jul 6, 2022, registered Jan 13, 2009 (-4922 days) · Other · moved with a team
- LPL Financial LLC to Premier Financial Partners, LLCleft Aug 17, 2005, registered Sep 8, 2004 (-343 days) · Other
- Ws Griffith Securities, Inc. to LPL Financial LLCleft May 25, 2004, registered May 19, 2004 (-6 days) · Other
Signals
- Ronald Lane Martin left Osaic Wealth, Inc. for Independent Financial Group, Llc (registered 2026-03-19)Apr 6, 2026 · Advisor changed firm · fact
- Ronald Lane Martin left Premier Financial Partners, Llc for Osaic Wealth, Inc. (registered 2009-01-13)Jul 6, 2022 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address