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.
- Title
- Chief Investment Officerreportedexpressivewealth.comfirm site, Sep 16, 2026
- Years, as the firm states
- 26reportedexpressivewealth.com“With over 26 years in financial services, I bring the experience and perspective to design tailored strategies that help clients pursue their goals with confidence.”
- Professional profile
- expressivewealth.com/ron-loyoreportedexpressivewealth.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.
- Expressive Wealth LLC independent RIA currentsince Aug 14, 2025 · Chicago, Il
- Oxford Wealth Group, LLC independent RIAMay 26, 2023 to Jul 30, 2025 · Orlando, Fl
- Edward Jones national BDMar 2, 2020 to May 16, 2023 · Orlando, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 16, 2015 to Mar 4, 2020 · Phoenix, Az
- Oxford Wealth Group, LLC to Expressive Wealth LLCleft Jul 30, 2025, registered Aug 14, 2025 (15 days) · RIA to RIA
- Edward Jones to Oxford Wealth Group, LLCleft May 16, 2023, registered May 26, 2023 (10 days) · Affiliated broker-dealer or bank to independent RIA
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Edward Jonesleft Mar 4, 2020, registered Mar 2, 2020 (-2 days) · Wirehouse to affiliated broker-dealer or bank
- Ronald E Loyo left Oxford Wealth Group, Llc for Expressive Wealth Llc (registered 2025-08-14)Jul 30, 2025 · Advisor changed firm · fact
- Ronald E Loyo left Edward Jones for Oxford Wealth Group, Llc (registered 2023-05-26)May 16, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address