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 Lloyd Henderson
Certified Financial Planner · Chartered Financial Consultant
Feed of 09/14/2026
At current firm
2 y
since Jan 22, 2024
In the industry
22 y
since Jul 27, 2004 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Jan 22, 2024 · Nokomis, Fl
- Fidelity Personal And Workplace Advisors formerApr 7, 2022 to Jan 11, 2024 · Sarasota, Fl
- Fourthought Private Wealth formerOct 14, 2020 to Jan 18, 2022 · Venice, Fl
- Creative Planning independent RIAApr 20, 2018 to Jun 26, 2020 · Orlando, Fl
- Strategic Advisers LLC national BDMar 21, 2011 to Jan 27, 2017 · Thousand Oaks, Ca
- Chase Investment Services Corp. formerMar 16, 2010 to Feb 18, 2011 · Saugus, Ca
- Directed Services LLC formerAug 19, 2009 to Feb 1, 2010 · Des Moines, Ia
- Ameriprise Financial Services, LLC national BDJul 28, 2005 to Mar 14, 2008 · West Des Moines, Ia
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Raymond James Financial Services Advisors, Incleft Jan 11, 2024, registered Jan 22, 2024 (11 days) · Affiliated broker-dealer or bank to another
- Fourthought Private Wealth to Fidelity Personal And Workplace Advisorsleft Jan 18, 2022, registered Apr 7, 2022 (79 days) · RIA to affiliated broker-dealer or bank
- Creative Planning to Fourthought Private Wealthleft Jun 26, 2020, registered Oct 14, 2020 (110 days) · RIA to RIA
- Strategic Advisers LLC to Creative Planningleft Jan 27, 2017, registered Apr 20, 2018 (448 days) · Affiliated broker-dealer or bank to independent RIA
- Chase Investment Services Corp. to Strategic Advisers LLCleft Feb 18, 2011, registered Mar 21, 2011 (31 days) · Other
- Directed Services LLC to Chase Investment Services Corp.left Feb 1, 2010, registered Mar 16, 2010 (43 days) · Other
- Ameriprise Financial Services, LLC to Directed Services LLCleft Mar 14, 2008, registered Aug 19, 2009 (523 days) · Other
Signals
- Ryan Lloyd Henderson left Fidelity Personal And Workplace Advisors for Raymond James Financial Services Advisors, Inc (registered 2024-01-22)Jan 11, 2024 · Advisor changed firm · fact
- Ryan Lloyd Henderson left Fourthought Private Wealth for Fidelity Personal And Workplace Advisors (registered 2022-04-07)Jan 18, 2022 · 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address