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

Russell George Luce

Chelsea Advisory Services, Incindependent RIAOrland Park, Il dual registrantIAPD 2486592

Feed of 09/14/2026

At current firm

1 y

since Jan 13, 2025

In the industry

32 y

since May 11, 1994 (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

Chelsea Advisory Services, Inc independent RIA current
since Jan 13, 2025 · Orland Park, Il
Silver Oak Securities, Inc. BD affiliated
Oct 10, 2022 to Dec 31, 2024 · Knoxville, Tn
Lifemark Securities Corp. BD affiliated
Jan 16, 2020 to Nov 11, 2022 · Orland Park, Il
Ipi Wealth Management, Inc. BD affiliated
Nov 14, 2018 to Jan 21, 2020 · Oak Lawn, Il
Lifemark Securities Corp. BD affiliated
Oct 30, 2018 to Nov 15, 2018 · Oak Lawn, Il
Foresters Equity Services, Inc. former
Sep 12, 2008 to Nov 5, 2018 · Livonia, Mi
World Equity Group, Inc. BD affiliated
Sep 22, 2006 to Feb 7, 2007 · Lombard, Il

Moves

a registration end followed by a registration begin elsewhere

Silver Oak Securities, Inc. to Chelsea Advisory Services, Inc
left Dec 31, 2024, registered Jan 13, 2025 (13 days) · Affiliated broker-dealer or bank to independent RIA
Lifemark Securities Corp. to Silver Oak Securities, Inc.
left Nov 11, 2022, registered Oct 10, 2022 (-32 days) · Affiliated broker-dealer or bank to another
Ipi Wealth Management, Inc. to Lifemark Securities Corp.
left Jan 21, 2020, registered Jan 16, 2020 (-5 days) · Affiliated broker-dealer or bank to another
Lifemark Securities Corp. to Ipi Wealth Management, Inc.
left Nov 15, 2018, registered Nov 14, 2018 (-1 days) · RIA to affiliated broker-dealer or bank
Foresters Equity Services, Inc. to Lifemark Securities Corp.
left Nov 5, 2018, registered Oct 30, 2018 (-6 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
World Equity Group, Inc. to Foresters Equity Services, Inc.
left Feb 7, 2007, registered Sep 12, 2008 (583 days) · Other

Signals

Russell George Luce left Silver Oak Securities, Inc. for Chelsea Advisory Services, Inc (registered 2025-01-13)
Dec 31, 2024 · Advisor changed firm · fact
Russell George Luce left Lifemark Securities Corp. for Silver Oak Securities, Inc. (registered 2022-10-10)
Nov 11, 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: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address