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.

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Registered advisor

R••• R••••••••• T•••••

I•••••• A•••••••• I•••asset managerTampa, Fldual registrantIAPD 4490200

Feed of 09/14/2026

Also filed as Ravi Talati

At current firm

2 y

since Jul 8, 2024

In the industry

24 y

since Feb 28, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I•••••• A•••••••• I••• asset manager current
since Jul 8, 2024 · Tampa, Fl
A•••••••• F•••• M••••••••• L•• asset manager
Jun 11, 2013 to Jul 3, 2024 · Boston, Ma
T••••••••• A••••••• I•• asset manager
Dec 18, 2009 to Aug 25, 2011 · Cincinnati, Oh
R•••• A••••••• S•••••••• L•• unclassified
Jan 26, 2009 to Jul 7, 2009 · Rockville, Md
E•••••••• A•••••••• L•• national BD
Apr 28, 2003 to Aug 19, 2003 · Mt. Pleasent, Sc

Moves

a registration end followed by a registration begin elsewhere

A•••••••• F•••• M••••••••• L•• to I•••••• A•••••••• I•••
left Jul 3, 2024, registered Jul 8, 2024 (5 days) · Other
T••••••••• A••••••• I•• to A•••••••• F•••• M••••••••• L••
left Aug 25, 2011, registered Jun 11, 2013 (656 days) · Other
R•••• A••••••• S•••••••• L•• to T••••••••• A••••••• I••
left Jul 7, 2009, registered Dec 18, 2009 (164 days) · Other
E•••••••• A•••••••• L•• to R•••• A••••••• S•••••••• L••
left Aug 19, 2003, registered Jan 26, 2009 (1987 days) · Other

Signals

R••• R••••••••• T••••• left A•••••••• F•••• M••••••••• L•• for I•••••• A•••••••• I••• (registered 2024-07-08)
Jul 3, 2024 · 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: Asset manager (funds and pooled vehicles)derived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address