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
Ramona Henderson Pearson
Feed of 09/14/2026
Also filed as Ramona Pearson
At current firm
2 y
since Apr 30, 2024
In the industry
38 y
since Mar 1, 1988 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Advisory Alpha, LLC independent RIA currentsince Apr 30, 2024 · Southfield, Mi
- Planners Alliance formerOct 5, 2018 to Sep 15, 2020 · Southfield, Mi
- Avantax Advisory Services formerDec 3, 2010 to Sep 19, 2018 · Southfield, Mi
Moves
a registration end followed by a registration begin elsewhere
- Planners Alliance to Advisory Alpha, LLCleft Sep 15, 2020, registered Apr 30, 2024 (1323 days) · RIA to RIA · moved with a team
- Avantax Advisory Services to Planners Allianceleft Sep 19, 2018, registered Oct 5, 2018 (16 days) · Affiliated broker-dealer or bank to independent RIA
Signals
No dated event on this person.
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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address