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
Vincent Edward Zinsmeyer
Feed of 09/14/2026
At current firm
6 y
since Jul 16, 2020
In the industry
41 y
since Jun 1, 1985 (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
S65, 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
- Alera Investment Advisors, LLC mixed wealth currentsince Jul 16, 2020 · Deerfield, Il
- Global Retirement Partners LLC institutionalSep 17, 2014 to Jul 15, 2020 · San Antionio, Tx
- Financial Telesis, Inc. formerAug 4, 2011 to Nov 17, 2014 · San Rafael, Ca
- Sagepoint Financial, Inc. formerOct 31, 2008 to Aug 9, 2011 · San Antonio, Tx
- American General Securities Incorporated unclassifiedSep 23, 2003 to Oct 31, 2008 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- Global Retirement Partners LLC to Alera Investment Advisors, LLCleft Jul 15, 2020, registered Jul 16, 2020 (1 days) · Other
- Financial Telesis, Inc. to Global Retirement Partners LLCleft Nov 17, 2014, registered Sep 17, 2014 (-61 days) · Other
- Sagepoint Financial, Inc. to Financial Telesis, Inc.left Aug 9, 2011, registered Aug 4, 2011 (-5 days) · Other
- American General Securities Incorporated to Sagepoint Financial, Inc.left Oct 31, 2008, registered Oct 31, 2008 (0 days) · corporate re-registration, not a move
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address