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
Ronald Todd Sperry
Feed of 09/14/2026
Also filed as Ron Sperry
At current firm
0 y
since Jun 17, 2026
In the industry
22 y
since May 26, 2004 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Blueprint Financial Advisors independent RIA currentsince Jun 17, 2026 · Alpine, Ut
- Diamond Wealth Management, LLC formerJan 14, 2021 to Jun 18, 2026 · Alpine, Ut
- Ashton Thomas Private Wealth independent RIASep 16, 2020 to Jan 22, 2021 · Draper, Ut
- Onedigital institutionalJun 11, 2018 to Feb 20, 2019 · Sandy, Ut
- Charles Schwab & Co., Inc. national BDOct 13, 2008 to Oct 13, 2017 · Cottonwood Heights, Ut
- Fortius Financial Advisors, LLC formerMay 27, 2004 to Oct 10, 2006 · Salt Lake City, Ut
Moves
a registration end followed by a registration begin elsewhere
- Diamond Wealth Management, LLC to Blueprint Financial Advisorsleft Jun 18, 2026, registered Jun 17, 2026 (-1 days) · RIA to RIA
- Ashton Thomas Private Wealth to Diamond Wealth Management, LLCleft Jan 22, 2021, registered Jan 14, 2021 (-8 days) · RIA to RIA
- Onedigital to Ashton Thomas Private Wealthleft Feb 20, 2019, registered Sep 16, 2020 (574 days) · Other
- Charles Schwab & Co., Inc. to Onedigitalleft Oct 13, 2017, registered Jun 11, 2018 (241 days) · Other
- Fortius Financial Advisors, LLC to Charles Schwab & Co., Inc.left Oct 10, 2006, registered Oct 13, 2008 (734 days) · Other
Signals
- Ronald Todd Sperry left Diamond Wealth Management, Llc for Blueprint Financial Advisors (registered 2026-06-17)Jun 18, 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
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address