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

Derek Brandt Levee

Ria Wealth Advisors, LLCindependent RIARound Rock, Tx dual registrantIAPD 4121563
Feed of 09/15/2026
At current firm
3 y
since Mar 13, 2023
In the industry
26 y
since May 18, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Financial Advisorreportedadvancedgroup.bizfirm site, Sep 16, 2026
Years, as the firm states
15reportedadvancedgroup.biz“Derek’s strength lies in his ability to use technical analysis to assist John Levee’s clients in reaching financial goals, and his reputable skills are backed by 15 years of experience.”
Direct business phone
512-218-7993reportedadvancedgroup.bizfirm site, Sep 16, 2026
Professional profile
advancedgroup.biz/team/derek-leveereportedadvancedgroup.bizfirm site, Sep 16, 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
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Derek Brandt Levee no longer registered at Diversify Advisory Services, Llc; no later IA registration on IAPD
    Apr 29, 2025 · Advisor departure · fact
  • Derek Brandt Levee left Ria Advisors for Ria Wealth Advisors, Llc (registered 2023-03-13)
    Jul 20, 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
26derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address