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

Peter Canisius Ruh

Secure Asset Management, L.L.C.independent RIATroy, Mi dual registrantIAPD 4494221

Feed of 09/15/2026

At current firm

2 y

since Mar 28, 2024

In the industry

24 y

since Apr 15, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Secure Asset Management, L.L.C. independent RIA current
since Mar 28, 2024 · Boulder, Co
Rfg Advisory, LLC independent RIA
Oct 1, 2021 to Apr 1, 2024 · Boulder, Co
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Oct 12, 2021 · Westminster, Co
Wells Fargo Investments, LLC unclassified
May 5, 2008 to Jan 3, 2011 · Commerce City, Co
Ameriprise Advisor Services, Inc. unclassified
Apr 18, 2005 to May 5, 2008 · Boulder, Co
A. G. Edwards & Sons, Inc. unclassified
May 23, 2002 to Apr 19, 2005 · Broomfield, Co

Moves

a registration end followed by a registration begin elsewhere

Rfg Advisory, LLC to Secure Asset Management, L.L.C.
left Apr 1, 2024, registered Mar 28, 2024 (-4 days) · RIA to RIA
Wells Fargo Advisors to Rfg Advisory, LLC
left Oct 12, 2021, registered Oct 1, 2021 (-11 days) · Wirehouse to independent RIA
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
Ameriprise Advisor Services, Inc. to Wells Fargo Investments, LLC
left May 5, 2008, registered May 5, 2008 (0 days) · Other
A. G. Edwards & Sons, Inc. to Ameriprise Advisor Services, Inc.
left Apr 19, 2005, registered Apr 18, 2005 (-1 days) · Other

Signals

Peter Canisius Ruh left Rfg Advisory, Llc for Secure Asset Management, L.L.C. (registered 2024-03-28)
Apr 1, 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address