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
Wayne Scott Segear
Certified Financial Planner
Feed of 09/14/2026
Also filed as Wayne S Segear
At current firm
5 y
since Aug 25, 2021
In the industry
24 y
since Sep 9, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Aug 25, 2021 · Morristown, Nj
- Invicta Advisors LLC independent RIADec 7, 2018 to Sep 28, 2021 · Essex Junction, Vt
- Trustmont Advisory Group, Inc. BD affiliatedAug 7, 2014 to Dec 18, 2018 · Essex Junction, Vt
- Voya Financial Advisors, Inc. BD affiliatedNov 26, 2002 to Aug 7, 2014 · Grafton, Ma
Moves
a registration end followed by a registration begin elsewhere
- Invicta Advisors LLC to Private Advisor Group, LLCleft Sep 28, 2021, registered Aug 25, 2021 (-34 days) · RIA to affiliated broker-dealer or bank
- Trustmont Advisory Group, Inc. to Invicta Advisors LLCleft Dec 18, 2018, registered Dec 7, 2018 (-11 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Voya Financial Advisors, Inc. to Trustmont Advisory Group, Inc.left Aug 7, 2014, registered Aug 7, 2014 (0 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address