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 C Olds
Certified Financial Planner
Feed of 09/15/2026
At current firm
5 y
since Oct 1, 2020
In the industry
20 y
since Oct 17, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
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
- Dynamic independent RIA currentsince Oct 1, 2020 · Phoenix, Az
- Commonwealth Financial Network national BDMay 1, 2017 to Oct 1, 2020 · Cleveland, Oh
- Securities America Advisors, Inc. formerDec 21, 2010 to May 1, 2017 · Mayfield Heights, Oh
- Rea Wealth Management independent RIAAug 9, 2007 to Dec 23, 2010 · Mentor, Oh
- Commonwealth Financial Network national BDNov 6, 2006 to Dec 22, 2010 · New Philadelphia, Oh
- 1st Global Advisors Inc formerFeb 17, 2006 to Nov 27, 2006 · Willoughby Hills, Oh
Moves
a registration end followed by a registration begin elsewhere
- Commonwealth Financial Network to Dynamicleft Oct 1, 2020, registered Oct 1, 2020 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Securities America Advisors, Inc. to Commonwealth Financial Networkleft May 1, 2017, registered May 1, 2017 (0 days) · Other
- Rea Wealth Management to Securities America Advisors, Inc.left Dec 23, 2010, registered Dec 21, 2010 (-2 days) · Other
- Commonwealth Financial Network to Rea Wealth Managementleft Dec 22, 2010, registered Aug 9, 2007 (-1231 days) · Other
- 1st Global Advisors Inc to Commonwealth Financial Networkleft Nov 27, 2006, registered Nov 6, 2006 (-21 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address