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
Ryan Derek Holbert
Feed of 09/15/2026
At current firm
0 y
since Mar 23, 2026
In the industry
20 y
since Jan 24, 2006 (earliest exam, job or registration)
Prior registered firms
6
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- First Command Advisory Services BD affiliated currentsince Mar 23, 2026 · Alpharetta, Ga
- Cambridge Investment Research Advisors, Inc. BD affiliatedSep 16, 2025 to Feb 17, 2026 · Alpharetta, Ga
- Pruco Securities, LLC no RAUMFeb 3, 2022 to Feb 24, 2025 · Alpharetta, Ga
- Advice And Planning Services BD affiliatedAug 13, 2014 to Nov 13, 2020 · Atlanta, Ga
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Aug 7, 2014 · Palm Beach Gardens, Fl
- Chase Investment Services Corp. formerAug 25, 2009 to Oct 1, 2012 · Palm Beach Gardens, Fl
- Raymond James & Associates, Inc. national BDSep 25, 2006 to Jul 2, 2009 · Palm Beach Gardens, Fl
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to First Command Advisory Servicesleft Feb 17, 2026, registered Mar 23, 2026 (34 days) · Affiliated broker-dealer or bank to another
- Pruco Securities, LLC to Cambridge Investment Research Advisors, Inc.left Feb 24, 2025, registered Sep 16, 2025 (204 days) · Other
- Advice And Planning Services to Pruco Securities, LLCleft Nov 13, 2020, registered Feb 3, 2022 (447 days) · Affiliated broker-dealer or bank to another
- J.P. Morgan Securities LLC to Advice And Planning Servicesleft Aug 7, 2014, registered Aug 13, 2014 (6 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Raymond James & Associates, Inc. to Chase Investment Services Corp.left Jul 2, 2009, registered Aug 25, 2009 (54 days) · Other
Signals
- Ryan Derek Holbert left Cambridge Investment Research Advisors, Inc. for First Command Advisory Services (registered 2026-03-23)Feb 17, 2026 · Advisor changed firm · fact
- Ryan Derek Holbert left Pruco Securities, Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-09-16)Feb 24, 2025 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address