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

Reed R Hogue

Evercurrent Wealth Managementstate registeredLone Tree, CoIA-onlyIAPD 2769690

Feed of 09/14/2026

Also filed as Reed Rockwell Hogue

At current firm

0 y

since Jun 1, 2026

In the industry

21 y

since May 31, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Evercurrent Wealth Management state registered current
since Jun 1, 2026 · Lone Tree, Co
Park Avenue Securities LLC BD affiliated
Apr 6, 2023 to Jun 1, 2026 · Greenwood Village, Co
Oneamerica Securities, Inc. BD affiliated
May 18, 2021 to Feb 16, 2023 · Indianapolis, In
Mutual Of Omaha Investor Services, Inc. independent RIA
Jan 8, 2020 to May 6, 2021 · Denver, Co
Allstate Financial Advisors, LLC BD affiliated
Jun 7, 2017 to Jan 7, 2020 · Centennial, Co
Advice And Planning Services BD affiliated
Feb 9, 2007 to Mar 14, 2017 · Glendale, Co
A. G. Edwards & Sons, Inc. unclassified
Jul 13, 2005 to Feb 3, 2006 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

Park Avenue Securities LLC to Evercurrent Wealth Management
left Jun 1, 2026, registered Jun 1, 2026 (0 days) · Affiliated broker-dealer or bank to a state-registered adviser
Oneamerica Securities, Inc. to Park Avenue Securities LLC
left Feb 16, 2023, registered Apr 6, 2023 (49 days) · Affiliated broker-dealer or bank to another
Mutual Of Omaha Investor Services, Inc. to Oneamerica Securities, Inc.
left May 6, 2021, registered May 18, 2021 (12 days) · Other
Allstate Financial Advisors, LLC to Mutual Of Omaha Investor Services, Inc.
left Jan 7, 2020, registered Jan 8, 2020 (1 days) · Other
Advice And Planning Services to Allstate Financial Advisors, LLC
left Mar 14, 2017, registered Jun 7, 2017 (85 days) · Other
A. G. Edwards & Sons, Inc. to Advice And Planning Services
left Feb 3, 2006, registered Feb 9, 2007 (371 days) · Other

Signals

Reed R Hogue left Park Avenue Securities Llc for Evercurrent Wealth Management (registered 2026-06-01)
Jun 1, 2026 · Advisor changed firm · fact
Reed R Hogue left Oneamerica Securities, Inc. for Park Avenue Securities Llc (registered 2023-04-06)
Feb 16, 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: STATE REGISTEREDderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address