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
Yurij Szelewycz
Feed of 09/15/2026
Also filed as Yurij R Szelewycz
At current firm
3 y
since Jul 21, 2023
In the industry
30 y
since Sep 28, 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
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Prospera Financial Services, Inc. BD affiliated currentsince Jul 21, 2023 · Dallas, Tx
- LPL Financial LLC BD affiliatedNov 12, 2021 to Jul 19, 2023 · Lawrence, Ks
- Waddell & Reed formerApr 7, 2009 to Aug 24, 2021 · Overland Park, Ks
- Charles Schwab & Co., Inc. national BDMar 16, 2001 to Jul 25, 2003 · Lincoln, Ne
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Prospera Financial Services, Inc.left Jul 19, 2023, registered Jul 21, 2023 (2 days) · Affiliated broker-dealer or bank to independent RIA
- Waddell & Reed to LPL Financial LLCleft Aug 24, 2021, registered Nov 12, 2021 (80 days) · Affiliated broker-dealer or bank to another · moved with a team
- Charles Schwab & Co., Inc. to Waddell & Reedleft Jul 25, 2003, registered Apr 7, 2009 (2083 days) · Other
Signals
- Yurij Szelewycz left Lpl Financial Llc for Prospera Financial Services, Inc. (registered 2023-07-21)Jul 19, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address