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
Ryan Scott Ponsford
Feed of 09/15/2026
At current firm
0 y
since Dec 11, 2025
In the industry
25 y
since May 22, 2001 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Carmel Capital Partners, LLC independent RIA currentsince Dec 11, 2025 · San Diego, Ca
- 303 Advisors, LLC unclassifiedJul 14, 2015 to Dec 31, 2023 · San Diego, Ca
- The Financial Team, Inc. state registeredMar 28, 2014 to Dec 16, 2014 · Carlsbad, Ca
- Crosswind Advisory LLC unclassifiedNov 24, 2008 to Dec 9, 2011 · San Diego, Ca
- United Planners' Financial Services Of America A Limited Partner independent RIAApr 3, 2006 to Dec 31, 2012 · San Diego, Ca
- Banc Of America Investment Services, Inc. unclassifiedDec 2, 2002 to Mar 6, 2006 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- 303 Advisors, LLC to Carmel Capital Partners, LLCleft Dec 31, 2023, registered Dec 11, 2025 (711 days) · Other · moved with a team
- The Financial Team, Inc. to 303 Advisors, LLCleft Dec 16, 2014, registered Jul 14, 2015 (210 days) · Other
- United Planners' Financial Services Of America A Limited Partner to Crosswind Advisory LLCleft Dec 31, 2012, registered Nov 24, 2008 (-1498 days) · Other
- Crosswind Advisory LLC to The Financial Team, Inc.left Dec 9, 2011, registered Mar 28, 2014 (840 days) · Other
- Banc Of America Investment Services, Inc. to United Planners' Financial Services Of America A Limited Partnerleft Mar 6, 2006, registered Apr 3, 2006 (28 days) · Other
Signals
- Ryan Scott Ponsford left 303 Advisors, Llc for Carmel Capital Partners, Llc (registered 2025-12-11)Dec 31, 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address