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
Ronnie Triplett
Feed of 09/14/2026
Also filed as Ronnie Triplett
At current firm
1 y
since May 15, 2025
In the industry
27 y
since Dec 4, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Equitable Advisors, LLC national BD currentsince May 15, 2025 · Loganville, Ga
- Wells Fargo Advisors wirehouseAug 21, 2018 to May 21, 2025 · Atlanta, Ga
- Suntrust Investment Services, Inc. formerOct 18, 2016 to Dec 31, 2016 · Conyers, Ga
- Truist Advisory Services, Inc. BD affiliatedOct 18, 2016 to Dec 14, 2017 · Conyers, Ga
- Wells Fargo Advisors wirehouseJul 11, 2013 to Sep 30, 2016 · Snellville, Ga
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 2, 2012 to Jul 5, 2013 · Duluth, Ga
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to Equitable Advisors, LLCleft May 21, 2025, registered May 15, 2025 (-6 days) · Wirehouse to affiliated broker-dealer or bank
- Truist Advisory Services, Inc. to Wells Fargo Advisorsleft Dec 14, 2017, registered Aug 21, 2018 (250 days) · Other
- Suntrust Investment Services, Inc. to Truist Advisory Services, Inc.left Dec 31, 2016, registered Oct 18, 2016 (-74 days) · corporate re-registration, not a move
- Wells Fargo Advisors to Suntrust Investment Services, Inc.left Sep 30, 2016, registered Oct 18, 2016 (18 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Wells Fargo Advisorsleft Jul 5, 2013, registered Jul 11, 2013 (6 days) · Wirehouse to wirehouse
Signals
- Ronnie Triplett left Wells Fargo Advisors for Equitable Advisors, Llc (registered 2025-05-15)May 21, 2025 · 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
- National broker-dealer RIAderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address