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
Virginia Lee-Davis Tycksen
Feed of 09/15/2026
Also filed as Virginia Davis-Petras
At current firm
0 y
since Feb 5, 2026
In the industry
20 y
since Jun 1, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Bcg Securities, Inc. independent RIA currentsince Feb 6, 2026 · Medford, Or
- Horace Mann Investors, Inc. no RAUM currentsince Feb 5, 2026 · Springfield, Il
- Steward Partners Investment Advisory, LLC BD affiliatedJun 13, 2024 to Jul 10, 2025 · Medford, Or
- Steward Partners Investment Solutions, LLC formerDec 22, 2009 to Jul 10, 2024 · Portland, Or
- Wells Fargo Investments, LLC unclassifiedJun 9, 2006 to Mar 6, 2007 · Ashland, Or
Moves
a registration end followed by a registration begin elsewhere
- Steward Partners Investment Advisory, LLC to Horace Mann Investors, Inc.left Jul 10, 2025, registered Feb 5, 2026 (210 days) · Other
- Steward Partners Investment Solutions, LLC to Steward Partners Investment Advisory, LLCleft Jul 10, 2024, registered Jun 13, 2024 (-27 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Wells Fargo Investments, LLC to Steward Partners Investment Solutions, LLCleft Mar 6, 2007, registered Dec 22, 2009 (1022 days) · Other
Signals
- Virginia Lee-Davis Tycksen left Steward Partners Investment Advisory, Llc for Horace Mann Investors, Inc. (registered 2026-02-05)Jul 10, 2025 · Advisor changed firm · fact
- Virginia Lee-Davis Tycksen left Steward Partners Investment Solutions, Llc for Steward Partners Investment Advisory, Llc (registered 2024-06-13)Jul 10, 2024 · 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
- No RAUM reportedderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address