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
Deanna Lynn Renfro
Certified Financial Planner
Feed of 09/14/2026
Also filed as Deanna Jorgensen
At current firm
6 y
since Aug 3, 2020
In the industry
32 y
since Jul 15, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
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
- LPL Financial LLC BD affiliated currentsince Aug 3, 2020 · Salina, Ks
- First Allied Advisory Services, Inc. formerDec 9, 2013 to Aug 4, 2020 · Salina, Ks
- Sii Investments, Inc. formerOct 26, 2011 to Dec 9, 2013 · Salina, Ks
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to Oct 31, 2011 · Salina, Ks
- Banc Of America Investment Services, Inc. unclassifiedAug 15, 2003 to Oct 23, 2009 · Salina, Ks
Moves
a registration end followed by a registration begin elsewhere
- First Allied Advisory Services, Inc. to LPL Financial LLCleft Aug 4, 2020, registered Aug 3, 2020 (-1 days) · Affiliated broker-dealer or bank to another
- Sii Investments, Inc. to First Allied Advisory Services, Inc.left Dec 9, 2013, registered Dec 9, 2013 (0 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sii Investments, Inc.left Oct 31, 2011, registered Oct 26, 2011 (-5 days) · Other
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 23, 2009, registered Oct 23, 2009 (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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address