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
Tolen Clement Teigen
Certified Financial Planner · Chartered Financial Consultant · Chartered Financial Analyst
Feed of 09/15/2026
At current firm
1 y
since Dec 4, 2024
In the industry
24 y
since Sep 10, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
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
- Intellicents Investment Solutions Inc mixed wealth currentsince Dec 4, 2024 · Stockton, Ca
- Findec Wealth Services, Inc. otherJan 11, 2021 to Dec 2, 2024 · Stockton, Ca
- Financial Decisions, Inc. formerJul 25, 2013 to Apr 23, 2021 · Stockton, Ca
- Financial Telesis, Inc. formerJul 16, 2013 to Jul 16, 2013 · San Rafael, Ca
- LPL Financial LLC BD affiliatedFeb 16, 2007 to Jun 26, 2013 · San Diego, Ca
- Marathon Advisors, Inc unclassifiedJun 4, 2003 to Dec 31, 2007 · Albuquerque, Nm
Moves
a registration end followed by a registration begin elsewhere
- Findec Wealth Services, Inc. to Intellicents Investment Solutions Incleft Dec 2, 2024, registered Dec 4, 2024 (2 days) · Other
- Financial Decisions, Inc. to Findec Wealth Services, Inc.left Apr 23, 2021, registered Jan 11, 2021 (-102 days) · RIA to a newly registered adviser · moved with a team
- Financial Telesis, Inc. to Financial Decisions, Inc.left Jul 16, 2013, registered Jul 25, 2013 (9 days) · Other
- LPL Financial LLC to Financial Telesis, Inc.left Jun 26, 2013, registered Jul 16, 2013 (20 days) · Other
- Marathon Advisors, Inc to LPL Financial LLCleft Dec 31, 2007, registered Feb 16, 2007 (-318 days) · Other
Signals
- Tolen Clement Teigen left Findec Wealth Services, Inc. for Intellicents Investment Solutions Inc (registered 2024-12-04)Dec 2, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address