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

Teressa Lea Rambo

Retirement And Wealth At Alliant, LLCinstitutionalFayetteville, Ar IA-onlyIAPD 2255734

Feed of 09/15/2026

Also filed as Teressa Lea Hudson

At current firm

3 y

since Oct 26, 2022

In the industry

28 y

since Jan 26, 1998 (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

Registration history

IAPD current and previous registrations

Retirement And Wealth At Alliant, LLC institutional current
since Oct 26, 2022 · Fayetteville, Ar
Onedigital institutional
Jun 1, 2021 to Oct 6, 2022 · Little Rock, Ar
Global Retirement Partners LLC institutional
Oct 5, 2017 to Jun 8, 2021 · Little Rock, Ar
Kestra Advisory Services, LLC BD affiliated
Apr 19, 2016 to Sep 25, 2017 · Little Rock, Ar
Nfp Advisor Services, LLC former
Jan 21, 2015 to Sep 22, 2016 · Little Rock, Ar
Datapath Investment Advisors, Inc. state registered
Oct 17, 2012 to Jan 20, 2015 · Little Rock, Ar
Forvis Mazars Wealth Advisors, LLC independent RIA
May 10, 2004 to Nov 22, 2010 · Little Rock, Ar
A. G. Edwards & Sons, Inc. unclassified
Apr 22, 2002 to Apr 24, 2003 · Little Rock, Ar

Moves

a registration end followed by a registration begin elsewhere

Onedigital to Retirement And Wealth At Alliant, LLC
left Oct 6, 2022, registered Oct 26, 2022 (20 days) · Other
Global Retirement Partners LLC to Onedigital
left Jun 8, 2021, registered Jun 1, 2021 (-7 days) · Other
Kestra Advisory Services, LLC to Global Retirement Partners LLC
left Sep 25, 2017, registered Oct 5, 2017 (10 days) · Other
Nfp Advisor Services, LLC to Kestra Advisory Services, LLC
left Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
Datapath Investment Advisors, Inc. to Nfp Advisor Services, LLC
left Jan 20, 2015, registered Jan 21, 2015 (1 days) · Other
Forvis Mazars Wealth Advisors, LLC to Datapath Investment Advisors, Inc.
left Nov 22, 2010, registered Oct 17, 2012 (695 days) · Other
A. G. Edwards & Sons, Inc. to Forvis Mazars Wealth Advisors, LLC
left Apr 24, 2003, registered May 10, 2004 (382 days) · Other

Signals

Teressa Lea Rambo left Onedigital for Retirement And Wealth At Alliant, Llc (registered 2022-10-26)
Oct 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: Institutional managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address