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

Dylan Gregory Levey

Arkadios Wealth AdvisorsBD affiliatedHoover, Aldual registrantIAPD 4297808

Feed of 09/14/2026

At current firm

0 y

since Aug 14, 2026

In the industry

25 y

since Jun 27, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Arkadios Wealth Advisors BD affiliated current
since Aug 14, 2026 · Hoover, Al
Cetera Investment Advisers LLC BD affiliated
Sep 5, 2025 to Aug 25, 2026 · Hoover, Al
Avantax Advisory Services former
Aug 2, 2021 to Sep 5, 2025 · Birmingham, Al
Pnc Managed Account Solutions, Inc. former
Oct 15, 2010 to Aug 2, 2021 · Houston, Tx
St Johns Wealth Management unclassified
Apr 7, 2010 to Oct 15, 2010 · Birmingham, Al
Bbva Compass Investment Solutions, Inc unclassified
May 3, 2007 to Mar 16, 2010 · Birmingham, Al
Amsouth Investment Management Company LLC unclassified
Jan 6, 2004 to Feb 8, 2007 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Arkadios Wealth Advisors
left Aug 25, 2026, registered Aug 14, 2026 (-11 days) · Affiliated broker-dealer or bank to another
Avantax Advisory Services to Cetera Investment Advisers LLC
left Sep 5, 2025, registered Sep 5, 2025 (0 days) · corporate re-registration, not a move
Pnc Managed Account Solutions, Inc. to Avantax Advisory Services
left Aug 2, 2021, registered Aug 2, 2021 (0 days) · Affiliated broker-dealer or bank to another
St Johns Wealth Management to Pnc Managed Account Solutions, Inc.
left Oct 15, 2010, registered Oct 15, 2010 (0 days) · corporate re-registration, not a move
Bbva Compass Investment Solutions, Inc to St Johns Wealth Management
left Mar 16, 2010, registered Apr 7, 2010 (22 days) · corporate re-registration, not a move
Amsouth Investment Management Company LLC to Bbva Compass Investment Solutions, Inc
left Feb 8, 2007, registered May 3, 2007 (84 days) · Other

Signals

Dylan Gregory Levey left Cetera Investment Advisers Llc for Arkadios Wealth Advisors (registered 2026-08-14)
Aug 25, 2026 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address