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
Todd Marshall Dickinson
Feed of 09/14/2026
At current firm
1 y
since Sep 18, 2025
In the industry
31 y
since Apr 5, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Victory Financial independent RIA currentsince Sep 18, 2025 · Austin, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedOct 9, 2020 to Sep 22, 2025 · Lafayette, Co
- Edward Jones national BDAug 22, 2016 to Oct 12, 2020 · Itasca, Il
- Eaton Vance Management asset managerApr 17, 2009 to May 2, 2016 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Victory Financialleft Sep 22, 2025, registered Sep 18, 2025 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Edward Jones to Raymond James Financial Services Advisors, Incleft Oct 12, 2020, registered Oct 9, 2020 (-3 days) · Affiliated broker-dealer or bank to another
- Eaton Vance Management to Edward Jonesleft May 2, 2016, registered Aug 22, 2016 (112 days) · Other
Signals
- Todd Marshall Dickinson left Raymond James Financial Services Advisors, Inc for Victory Financial (registered 2025-09-18)Sep 22, 2025 · 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address