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
Raymond James Reibel
Feed of 09/14/2026
Also filed as R.J. Reibel
At current firm
8 y
since Apr 9, 2018
In the industry
21 y
since Nov 5, 2004 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cary Street Partners BD affiliated currentsince Apr 9, 2018 · Glen Allen, Va
- Edelman Financial Services, LLC formerJul 22, 2009 to May 2, 2018 · Henrico, Va
- Edelman Financial Advisors LLC unclassifiedJun 11, 2008 to Jul 20, 2009 · Richmond, Va
- Wealthcare Capital Management LLC independent RIANov 8, 2004 to May 13, 2008 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Edelman Financial Services, LLC to Cary Street Partnersleft May 2, 2018, registered Apr 9, 2018 (-23 days) · Affiliated broker-dealer or bank to another
- Edelman Financial Advisors LLC to Edelman Financial Services, LLCleft Jul 20, 2009, registered Jul 22, 2009 (2 days) · Other
- Wealthcare Capital Management LLC to Edelman Financial Advisors LLCleft May 13, 2008, registered Jun 11, 2008 (29 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address