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

A•••••• R•• O•••••

I•••••• W••••• S••••••••• L••independent RIASan Ramon, CaIA-onlyIAPD 3225516

Feed of 09/14/2026

Also filed as Tony R O•••••

At current firm

7 y

since Oct 24, 2018

In the industry

27 y

since Jun 25, 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, S66

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: CEOreportedinsight2wealth.comfirm site, Sep 15, 2026
Professional profile: insight2wealth.com/our-team/anthony-ortalereportedinsight2wealth.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

I•••••• W••••• S••••••••• L•• independent RIA current
since Oct 24, 2018 · San Ramon, Ca
F••••• I••••••••• independent RIA
Dec 12, 2017 to Feb 22, 2018 · San Mateo, Ca
C••••• R••• W••••• M••••••••• L•• independent RIA
Oct 7, 2015 to Mar 29, 2017 · Walnut Creek, Ca
F•••• A••••• S••••••••• I••• former
Jul 2, 2009 to Jul 27, 2010 · San Diego, Ca
C•••••• S••••• • C••• I••• national BD
Oct 6, 2008 to Jun 22, 2009 · San Francisco, Ca
H•••••• W••••• G••••• L••• unclassified
Jan 9, 2008 to Aug 29, 2008 · San Ramon, Ca
F•••• A••••• S••••••••• I••• former
Jul 19, 2007 to Sep 9, 2008 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

F••••• I••••••••• to I•••••• W••••• S••••••••• L••
left Feb 22, 2018, registered Oct 24, 2018 (244 days) · Other
C••••• R••• W••••• M••••••••• L•• to F••••• I•••••••••
left Mar 29, 2017, registered Dec 12, 2017 (258 days) · Other
F•••• A••••• S••••••••• I••• to C••••• R••• W••••• M••••••••• L••
left Jul 27, 2010, registered Oct 7, 2015 (1898 days) · Other
C•••••• S••••• • C••• I••• to F•••• A••••• S••••••••• I•••
left Jun 22, 2009, registered Jul 2, 2009 (10 days) · Other
F•••• A••••• S••••••••• I••• to H•••••• W••••• G••••• L•••
left Sep 9, 2008, registered Jan 9, 2008 (-244 days) · Other
H•••••• W••••• G••••• L••• to C•••••• S••••• • C••• I•••
left Aug 29, 2008, registered Oct 6, 2008 (38 days) · Other

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: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address