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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••• S•••• M•••••

F••••••independent RIAPonte Vedra, Fl IA-onlyIAPD 2420445

Feed of 09/15/2026

Also filed as R••• M•••••

At current firm

3 y

since Jun 12, 2023

In the industry

32 y

since Jan 31, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Principal, Wealth Advisorreportedfarther.comfirm site, Sep 15, 2026
Partner or owner: “R••• M•••••, Principal, Wealth Advisor — F••••••”reportedfarther.comthe sentence on the bio page
Years, as the firm states: 25reportedfarther.com“With over 25 years of experience in financial services, R••• has developed a strong reputation for his expertise in financial planning, investment management, and wealth preservation.”
Professional profile: linkedin.com/in/ryan-mallow-4aa6a7271reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: farther.com/advisor/ryan-mallowreportedfarther.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

F•••••• independent RIA current
since Jun 12, 2023 · San Francisco, Ca
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Jun 5, 2023 · Boston, Ma
S•••••••• A••••••• L•• national BD
Aug 2, 2010 to Jul 13, 2018 · Jacksonville, Fl
E•••••••• A•••••••• L•• national BD
Oct 22, 2008 to Jun 7, 2010 · Jacksonville, Fl

Moves

a registration end followed by a registration begin elsewhere

F••••••• P••••••• A•• W•••••••• A••••••• to F••••••
left Jun 5, 2023, registered Jun 12, 2023 (7 days) · Affiliated broker-dealer or bank to independent RIA
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
E•••••••• A•••••••• L•• to S•••••••• A••••••• L••
left Jun 7, 2010, registered Aug 2, 2010 (56 days) · Affiliated broker-dealer or bank to another

Signals

R••• S•••• M••••• left F••••••• P••••••• A•• W•••••••• A••••••• for F•••••• (registered 2023-06-12)
Jun 5, 2023 · 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: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address