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
Rodney Kresge
Feed of 09/14/2026
Also filed as Rod Kresge
At current firm
6 y
since Nov 7, 2019
In the industry
31 y
since Jul 17, 1995 (earliest exam, job or registration)
Prior registered firms
3
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
- Sowell Management independent RIA currentsince Nov 7, 2019 · North Little Rock, Ar
- Sb Advisory, LLC independent RIAOct 26, 2018 to Oct 28, 2019 · Atlanta, Ga
- Foothill Securities, Inc. formerJul 25, 2016 to Dec 31, 2016 · Kennesaw, Ga
- J P Turner & Company Capital Management, LLC formerMay 17, 2007 to Dec 31, 2015 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Sb Advisory, LLC to Sowell Managementleft Oct 28, 2019, registered Nov 7, 2019 (10 days) · Affiliated broker-dealer or bank to independent RIA
- Foothill Securities, Inc. to Sb Advisory, LLCleft Dec 31, 2016, registered Oct 26, 2018 (664 days) · Other
- J P Turner & Company Capital Management, LLC to Foothill Securities, Inc.left Dec 31, 2015, registered Jul 25, 2016 (207 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address