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 09/14/2026
Also filed as Jaime E Biel
At current firm
4 y
since Jul 6, 2022
In the industry
26 y
since May 2, 2000 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Favor Wealth Advisors, LLC former currentsince Jul 6, 2022 · Pasadena, Ca
- Equanimity Financial Partners independent RIADec 17, 2009 to Mar 17, 2022 · Pasadena, Ca
- Ameriprise Financial Services, LLC national BDMay 11, 2000 to Dec 22, 2009 · Pasadena, Ca
Moves
a registration end followed by a registration begin elsewhere
- Equanimity Financial Partners to Favor Wealth Advisors, LLCleft Mar 17, 2022, registered Jul 6, 2022 (111 days) · RIA to RIA
- Ameriprise Financial Services, LLC to Equanimity Financial Partnersleft Dec 22, 2009, registered Dec 17, 2009 (-5 days) · Other
Signals
- Ricky Enrique Biel left Equanimity Financial Partners for Favor Wealth Advisors, Llc (registered 2022-07-06)Mar 17, 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
- Former SEC-registered adviserderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address