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
Rodney Gray Segraves
Feed of 09/15/2026
Also filed as Rodney G Segraves
At current firm
6 y
since Oct 1, 2019
In the industry
27 y
since Sep 1, 1999 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Advisory Services, LLC BD affiliated currentsince Oct 1, 2019 · Greensboro, Nc
- Kestra Advisory Services, LLC BD affiliatedApr 19, 2016 to Sep 30, 2019 · Greensboro, Nc
- Nfp Advisor Services, LLC formerApr 25, 2007 to Sep 22, 2016 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Kestra Advisory Services, LLC to Osaic Advisory Services, LLCleft Sep 30, 2019, registered Oct 1, 2019 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Nfp Advisor Services, LLC to Kestra Advisory Services, LLCleft Sep 22, 2016, registered Apr 19, 2016 (-156 days) · corporate re-registration, not a move
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address