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
David William Ryan
Feed of 09/17/2026
Also filed as David W Ryan
At current firm
0 y
since Jul 31, 2026
In the industry
30 y
since Feb 1, 1996 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- New Horizon Wealth Management, LLC state registered currentsince Jul 31, 2026 · Canton, Oh
- Packerland Brokerage Services, Inc. independent RIAOct 30, 2006 to Jul 30, 2026 · Canton, Oh
- Spc BD affiliatedMar 4, 2005 to Oct 30, 2006 · Canal Fulton, Oh
- American General Securities Incorporated unclassifiedFeb 3, 2003 to Nov 22, 2004 · Canal Fulton, Oh
Moves
a registration end followed by a registration begin elsewhere
- Packerland Brokerage Services, Inc. to New Horizon Wealth Management, LLCleft Jul 30, 2026, registered Jul 31, 2026 (1 days) · RIA to a state-registered adviser · moved with a team
- Spc to Packerland Brokerage Services, Inc.left Oct 30, 2006, registered Oct 30, 2006 (0 days) · Other
- American General Securities Incorporated to Spcleft Nov 22, 2004, registered Mar 4, 2005 (102 days) · Other
Signals
- David William Ryan added a SC registration at New Horizon Wealth Management, LlcSep 16, 2026 · New state registration · fact
- David William Ryan left Packerland Brokerage Services, Inc. for New Horizon Wealth Management, Llc (registered 2026-07-31)Jul 30, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address