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

Richard Willson Ranck

Realta Investment Advisors, IncBD affiliatedWilmington, De dual registrantIAPD 4560178

Feed of 09/14/2026

Also filed as Richard Willson Ranck

At current firm

0 y

since Oct 16, 2025

In the industry

23 y

since Jul 28, 2003 (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

Realta Investment Advisors, Inc BD affiliated current
since Oct 16, 2025 · Wilmington, De
Valor Consulting & Distribution unclassified
Apr 9, 2025 to Oct 16, 2025 · Sunbury, Oh
Bullseye Investment Management, LLC independent RIA
Dec 8, 2022 to May 23, 2023 · Cincinnciati, Oh
Valor Consulting & Distribution, LLC unclassified
Mar 12, 2020 to Dec 17, 2022 · Sunbury, Oh
First Trust Direct Indexing former
May 30, 2019 to Jan 29, 2020 · Boston, Ma
Eventide Asset Management, LLC asset manager
Sep 8, 2017 to Dec 31, 2019 · Sunbury, Oh
Invesco Advisers, Inc. asset manager
Nov 10, 2015 to Mar 1, 2016 · Sunbury, Oh
Morgan Keegan & Company, LLC former
Mar 18, 2004 to Mar 3, 2005 · Memphis, Tn

Moves

a registration end followed by a registration begin elsewhere

Valor Consulting & Distribution to Realta Investment Advisors, Inc
left Oct 16, 2025, registered Oct 16, 2025 (0 days) · Other
Bullseye Investment Management, LLC to Valor Consulting & Distribution
left May 23, 2023, registered Apr 9, 2025 (687 days) · Other
Valor Consulting & Distribution, LLC to Bullseye Investment Management, LLC
left Dec 17, 2022, registered Dec 8, 2022 (-9 days) · Other
First Trust Direct Indexing to Valor Consulting & Distribution, LLC
left Jan 29, 2020, registered Mar 12, 2020 (43 days) · Other
Eventide Asset Management, LLC to First Trust Direct Indexing
left Dec 31, 2019, registered May 30, 2019 (-215 days) · Other
Invesco Advisers, Inc. to Eventide Asset Management, LLC
left Mar 1, 2016, registered Sep 8, 2017 (556 days) · Other
Morgan Keegan & Company, LLC to Invesco Advisers, Inc.
left Mar 3, 2005, registered Nov 10, 2015 (3904 days) · Other

Signals

Richard Willson Ranck left Valor Consulting & Distribution for Realta Investment Advisors, Inc (registered 2025-10-16)
Oct 16, 2025 · Advisor changed firm · fact
Richard Willson Ranck left Bullseye Investment Management, Llc for Valor Consulting & Distribution (registered 2025-04-09)
May 23, 2023 · Advisor changed firm · fact
Richard Willson Ranck left Valor Consulting & Distribution, Llc for Bullseye Investment Management, Llc (registered 2022-12-08)
Dec 17, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address