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
Ryan Joelson
Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Ryan Carl Joelson
At current firm
5 y
since Mar 8, 2021
In the industry
26 y
since Sep 22, 1999 (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
S65, 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
- Ameriprise Financial Services, LLC national BD currentsince Mar 8, 2021 · Mystic, Ct
- Marc J. Lane Investment Management,Inc. formerMar 13, 2019 to Feb 4, 2021 · Lisle, Il
- Sagepoint Financial, Inc. formerSep 7, 2017 to Oct 25, 2018 · Lake Forest, Il
- Nuveen Asset Management, LLC mixed wealthMay 2, 2016 to Jun 19, 2017 · Chicago, Il
- Invesco Advisers, Inc. asset managerNov 23, 2011 to Jul 1, 2015 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- Marc J. Lane Investment Management,Inc. to Ameriprise Financial Services, LLCleft Feb 4, 2021, registered Mar 8, 2021 (32 days) · Other
- Sagepoint Financial, Inc. to Marc J. Lane Investment Management,Inc.left Oct 25, 2018, registered Mar 13, 2019 (139 days) · Other
- Nuveen Asset Management, LLC to Sagepoint Financial, Inc.left Jun 19, 2017, registered Sep 7, 2017 (80 days) · Other
- Invesco Advisers, Inc. to Nuveen Asset Management, LLCleft Jul 1, 2015, registered May 2, 2016 (306 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
- National broker-dealer RIAderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address