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.
Feed of 09/15/2026
Also filed as Renora L Nelson
At current firm
4 y
since Jul 26, 2022
In the industry
24 y
since Dec 7, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Jul 26, 2022 · Newborn, Ga
- Merit Financial Advisors BD affiliatedApr 15, 2016 to Aug 15, 2022 · Lawrenceville, Ga
- Allegiance Retirement Solutions, Inc. unclassifiedJan 21, 2014 to Mar 2, 2017 · Lawrenceville, Ga
- Edward Jones national BDSep 13, 2006 to Oct 24, 2007 · St Louis, Mo
- Charles Schwab & Co., Inc. national BDJul 14, 2004 to Mar 3, 2005 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Merit Financial Advisors to Edward Jonesleft Aug 15, 2022, registered Jul 26, 2022 (-20 days) · RIA to affiliated broker-dealer or bank
- Allegiance Retirement Solutions, Inc. to Merit Financial Advisorsleft Mar 2, 2017, registered Apr 15, 2016 (-321 days) · Other · moved with a team
- Edward Jones to Allegiance Retirement Solutions, Inc.left Oct 24, 2007, registered Jan 21, 2014 (2281 days) · Other
- Charles Schwab & Co., Inc. to Edward Jonesleft Mar 3, 2005, registered Sep 13, 2006 (559 days) · Affiliated broker-dealer or bank to another
Signals
- Renora Lee Nelson left Merit Financial Advisors for Edward Jones (registered 2022-07-26)Aug 15, 2022 · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address