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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S•••• L••• R••••

X••••••• A•••••• P••••••• L••independent RIAScottsdale, Az dual registrantIAPD 3155811

Feed of 09/15/2026

Also filed as Sheri Lynn Rhyan

At current firm

0 y

since Apr 15, 2026

In the industry

27 y

since Apr 29, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: DIRECTOR OF ADVISOR TRANSITIONSreportedxcelsiorpartners.comfirm site, Sep 15, 2026
Direct business phone: 763-760-8833reportedxcelsiorpartners.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

X••••••• A•••••• P••••••• L•• independent RIA current
since Apr 15, 2026 · Minnetonka, Mn
W•••• F•••• A••••••• wirehouse
Nov 22, 2023 to Apr 2, 2026 · Bloomington, Mn
W•••• F•••• A••••••• wirehouse
Feb 28, 2023 to Jul 11, 2023 · Wayzata, Mn
T•• O•• R•••• F•••••••• S••••••• G••••• I•• independent RIA
Apr 15, 2019 to Jan 3, 2023 · Golden Valley, Mn
L••••• F••••••••• I••• BD affiliated
Aug 7, 2015 to Apr 1, 2019 · Minnetonka, Mn
J•• C•••••• A•••••••• L•• former
May 15, 2014 to Aug 7, 2015 · Minnetonka, Mn

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to X••••••• A•••••• P••••••• L••
left Apr 2, 2026, registered Apr 15, 2026 (13 days) · Wirehouse to independent RIA
W•••• F•••• A••••••• to W•••• F•••• A•••••••
left Jul 11, 2023, registered Nov 22, 2023 (134 days) · channel change inside one enterprise, not a move
T•• O•• R•••• F•••••••• S••••••• G••••• I•• to W•••• F•••• A•••••••
left Jan 3, 2023, registered Feb 28, 2023 (56 days) · Affiliated broker-dealer or bank to wirehouse
L••••• F••••••••• I••• to T•• O•• R•••• F•••••••• S••••••• G••••• I••
left Apr 1, 2019, registered Apr 15, 2019 (14 days) · Affiliated broker-dealer or bank to another
J•• C•••••• A•••••••• L•• to L••••• F••••••••• I•••
left Aug 7, 2015, registered Aug 7, 2015 (0 days) · Other · moved with a team

Signals

Sheri Lynn Rhyan left Wells Fargo Advisors for Xcelsior Advisor Partners Llc (registered 2026-04-15)
Apr 2, 2026 · Advisor changed firm · fact
Sheri Lynn Rhyan left The Oak Ridge Financial Services Group, Inc for Wells Fargo Advisors (registered 2023-02-28)
Jan 3, 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: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address