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.
Ryan Anthony Mumy
- Professional profile
- linkedin.com/in/ryan-mumyreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Sollinda Capital Management LLC mixed wealth currentsince Mar 28, 2024 · Hickory, Nc
- Cic Advisers, LLC unclassifiedJul 13, 2009 to Dec 31, 2012 · Raleigh, Nc
- Capital Investment Advisory Services, LLC BD affiliatedJul 2, 2009 to Mar 28, 2024 · Raleigh, Nc
- Wells Fargo Advisors wirehouseJan 1, 2008 to Jul 6, 2009 · Hickory, Nc
- A. G. Edwards & Sons, Inc. unclassifiedFeb 17, 2005 to Jan 1, 2008 · Hickory, Nc
- Capital Investment Advisory Services, LLC to Cic Advisers, LLCleft Mar 28, 2024, registered Jul 13, 2009 (-5372 days) · Other
- Cic Advisers, LLC to Sollinda Capital Management LLCleft Dec 31, 2012, registered Mar 28, 2024 (4105 days) · Other
- Wells Fargo Advisors to Capital Investment Advisory Services, LLCleft Jul 6, 2009, registered Jul 2, 2009 (-4 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
- Ryan Anthony Mumy left Capital Investment Advisory Services, Llc for Cic Advisers, Llc (registered 2009-07-13)Mar 28, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address