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 Jennestad Lovell

Simplicity Wealthmixed wealthSummit, Nj dual registrantIAPD 4981652

Feed of 09/14/2026

Also filed as Ryan J. Lovell

At current firm

0 y

since May 27, 2026

In the industry

21 y

since Sep 3, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Simplicity Wealth mixed wealth current
since May 27, 2026 · Summit, Nj
Osaic Wealth, Inc. BD affiliated
Sep 11, 2025 to Jan 30, 2026 · Birmingham, Al
Tlg Advisors, Inc. BD affiliated
Feb 3, 2020 to Sep 20, 2024 · Boise, Id
Ameriprise Financial Services, LLC national BD
May 12, 2009 to Jan 15, 2020 · Seattle, Wa
Wamu Investments, Inc. unclassified
May 25, 2007 to Apr 23, 2009 · Seattle, Wa
Hornor, Townsend & Kent, LLC independent RIA
Jun 5, 2006 to Feb 1, 2007 · Bellevue, Wa
Morgan Stanley Dw Inc. unclassified
Sep 13, 2005 to May 15, 2006 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Simplicity Wealth
left Jan 30, 2026, registered May 27, 2026 (117 days) · Affiliated broker-dealer or bank to independent RIA
Tlg Advisors, Inc. to Osaic Wealth, Inc.
left Sep 20, 2024, registered Sep 11, 2025 (356 days) · Affiliated broker-dealer or bank to another
Ameriprise Financial Services, LLC to Tlg Advisors, Inc.
left Jan 15, 2020, registered Feb 3, 2020 (19 days) · Affiliated broker-dealer or bank to another
Wamu Investments, Inc. to Ameriprise Financial Services, LLC
left Apr 23, 2009, registered May 12, 2009 (19 days) · Other
Hornor, Townsend & Kent, LLC to Wamu Investments, Inc.
left Feb 1, 2007, registered May 25, 2007 (113 days) · Other
Morgan Stanley Dw Inc. to Hornor, Townsend & Kent, LLC
left May 15, 2006, registered Jun 5, 2006 (21 days) · Other

Signals

Ryan Jennestad Lovell left Osaic Wealth, Inc. for Simplicity Wealth (registered 2026-05-27)
Jan 30, 2026 · Advisor changed firm · fact
Ryan Jennestad Lovell left Tlg Advisors, Inc. for Osaic Wealth, Inc. (registered 2025-09-11)
Sep 20, 2024 · 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: Wealth manager with institutional or fund businessderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address