RIA Intelligence

Title

President & Co-Founder CFP®, AIF®reportedred7wm.comfirm site, Sep 16, 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.

• Red Seven independent RIA current
  since Dec 7, 2021 · Escondido, Ca
• Total Wealth Management Inc. former
  Jul 25, 2012 to Dec 31, 2014 · Escondido, Ca
• Cambridge Investment Research Advisors, Inc. BD affiliated
  Jun 20, 2011 to Jun 15, 2012 · Escondido, Ca
• Strongtower Financial, Inc. unclassified
  Jul 23, 2007 to Aug 22, 2011 · Fresno, Ca
• Capital Resource Management, Inc. unclassified
  Jun 16, 2006 to Jul 18, 2007 · Escondido, Ca

• Total Wealth Management Inc. to Red Seven
  left Dec 31, 2014, registered Dec 7, 2021 (2533 days) · Other
• Cambridge Investment Research Advisors, Inc. to Total Wealth Management Inc.
  left Jun 15, 2012, registered Jul 25, 2012 (40 days) · Other
• Strongtower Financial, Inc. to Cambridge Investment Research Advisors, Inc.
  left Aug 22, 2011, registered Jun 20, 2011 (-63 days) · Other
• Capital Resource Management, Inc. to Strongtower Financial, Inc.
  left Jul 18, 2007, registered Jul 23, 2007 (5 days) · Other

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

Independent wealth managerderived

Years in industry

22derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address