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
Aaron Gray Cizon
Feed of 09/14/2026
Also filed as Aaron Gray
At current firm
3 y
since Sep 13, 2023
In the industry
19 y
since Feb 21, 2007 (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
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
- LPL Financial LLC BD affiliated currentsince Sep 13, 2023 · Greenville, Sc
- Wells Fargo Advisors wirehouseMay 7, 2012 to Sep 20, 2023 · Greenville, Sc
- First Citizens Asset Management, Inc BD affiliatedMar 11, 2009 to May 30, 2012 · Raleigh, Nc
- Citigroup Global Markets Inc. BD affiliatedFeb 23, 2007 to Mar 26, 2009 · Greenville, Sc
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to LPL Financial LLCleft Sep 20, 2023, registered Sep 13, 2023 (-7 days) · Wirehouse to affiliated broker-dealer or bank
- First Citizens Asset Management, Inc to Wells Fargo Advisorsleft May 30, 2012, registered May 7, 2012 (-23 days) · Other
- Citigroup Global Markets Inc. to First Citizens Asset Management, Incleft Mar 26, 2009, registered Mar 11, 2009 (-15 days) · Other
Signals
- Aaron Gray Cizon left Wells Fargo Advisors for Lpl Financial Llc (registered 2023-09-13)Sep 20, 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address