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
Rance Edwards
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since May 6, 2025
In the industry
12 y
since Sep 1, 2014 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Nationwide Investment Advisors, LLC BD affiliated currentsince May 6, 2025 · Columbus, Oh
- J.P. Morgan Securities LLC wirehouseOct 18, 2021 to Apr 15, 2025 · Tempe, Az
- Morgan Stanley wirehouseJul 20, 2018 to Sep 17, 2021 · Gilbert, Az
- Usaa Investment Services Company no RAUMJan 8, 2018 to Apr 26, 2018 · San Antonio, Tx
- Usaa Financial Planning Services formerJul 6, 2017 to Jan 8, 2018 · Phoenix, Az
- Ameriprise Financial Services, LLC national BDFeb 25, 2015 to May 5, 2017 · Las Vegas, Nv
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Securities LLC to Nationwide Investment Advisors, LLCleft Apr 15, 2025, registered May 6, 2025 (21 days) · Wirehouse to affiliated broker-dealer or bank
- Morgan Stanley to J.P. Morgan Securities LLCleft Sep 17, 2021, registered Oct 18, 2021 (31 days) · Wirehouse to wirehouse · moved with a team
- Usaa Investment Services Company to Morgan Stanleyleft Apr 26, 2018, registered Jul 20, 2018 (85 days) · Affiliated broker-dealer or bank to wirehouse
- Usaa Financial Planning Services to Usaa Investment Services Companyleft Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
- Ameriprise Financial Services, LLC to Usaa Financial Planning Servicesleft May 5, 2017, registered Jul 6, 2017 (62 days) · Other
Signals
- Rance Edwards left J.P. Morgan Securities Llc for Nationwide Investment Advisors, Llc (registered 2025-05-06)Apr 15, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address