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
Denny Wayne Rudolph
Feed of 09/14/2026
At current firm
0 y
since Oct 15, 2025
In the industry
21 y
since Oct 7, 2004 (earliest exam, job or registration)
Prior registered firms
3
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
- Verus Capital Partners, LLC independent RIA currentsince Oct 15, 2025 · Scottsdale, Az
- Heritage Wealth Management, LLC unclassifiedAug 25, 2020 to Oct 24, 2025 · Fayetteville, Tn
- Next Financial Group, Inc. formerOct 6, 2011 to Jul 10, 2025 · Houston, Tx
- Edward Jones national BDFeb 9, 2007 to Oct 7, 2011 · Franklin, Tn
Moves
a registration end followed by a registration begin elsewhere
- Heritage Wealth Management, LLC to Verus Capital Partners, LLCleft Oct 24, 2025, registered Oct 15, 2025 (-9 days) · Other · moved with a team
- Next Financial Group, Inc. to Heritage Wealth Management, LLCleft Jul 10, 2025, registered Aug 25, 2020 (-1780 days) · Other · moved with a team
- Edward Jones to Next Financial Group, Inc.left Oct 7, 2011, registered Oct 6, 2011 (-1 days) · Other
Signals
- Denny Wayne Rudolph left Heritage Wealth Management, Llc for Verus Capital Partners, Llc (registered 2025-10-15)Oct 24, 2025 · Advisor changed firm · fact
- Denny Wayne Rudolph left Next Financial Group, Inc. for Heritage Wealth Management, Llc (registered 2020-08-25)Jul 10, 2025 · 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
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address