RIA Intelligence

Professional profile

linkedin.com/in/ryan-tevis-8977b27areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

• T•••• I••••••••• M••••••••• L•• independent RIA current
  since Jun 12, 2013 · Plano, Tx
• T• W••••• M••••••••• L•• unclassified
  Aug 28, 2012 to Jun 21, 2013 · Dallas, Tx
• A••••• G••••••• I••• independent RIA
  Dec 19, 2007 to Feb 25, 2013 · Dallas, Tx
• C•••••••• G••••• M•••••• I••• BD affiliated
  Jun 1, 2000 to Dec 9, 2002 · Dallas, Tx

• T• W••••• M••••••••• L•• to T•••• I••••••••• M••••••••• L••
  left Jun 21, 2013, registered Jun 12, 2013 (-9 days) · Other
• A••••• G••••••• I••• to T• W••••• M••••••••• L••
  left Feb 25, 2013, registered Aug 28, 2012 (-181 days) · Other
• C•••••••• G••••• M•••••• I••• to A••••• G••••••• I•••
  left Dec 9, 2002, registered Dec 19, 2007 (1836 days) · Other

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.

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