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 James Petry
Feed of 09/15/2026
Also filed as Ryan Petry
At current firm
1 y
since Nov 4, 2024
In the industry
18 y
since Dec 12, 2007 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Key Investment Services LLC BD affiliated currentsince Nov 4, 2024 · Westminster, Co
- Corda Investment Management, LLC independent RIAMar 21, 2022 to Aug 13, 2024 · Broomfield, Co
- Zenith Investment Management, LLC state registeredMar 13, 2021 to Mar 14, 2022 · Arvada, Co
- Td Ameritrade, Inc. formerMar 8, 2018 to Feb 9, 2021 · Reno, Nv
- Td Ameritrade Investment Management, LLC formerFeb 26, 2018 to Feb 9, 2021 · Omaha, Ne
- Scottrade Investment Management formerNov 30, 2016 to Feb 26, 2018 · Saint Louis, Mo
- Td Ameritrade, Inc. formerDec 11, 2009 to May 5, 2014 · Chicago, Il
- Td Ameritrade Investment Management, LLC formerDec 11, 2009 to May 5, 2014 · Chicago, Il
- Charles Schwab & Co., Inc. national BDDec 13, 2007 to Nov 20, 2009 · Phoenix, Az
Moves
a registration end followed by a registration begin elsewhere
- Corda Investment Management, LLC to Key Investment Services LLCleft Aug 13, 2024, registered Nov 4, 2024 (83 days) · RIA to affiliated broker-dealer or bank
- Zenith Investment Management, LLC to Corda Investment Management, LLCleft Mar 14, 2022, registered Mar 21, 2022 (7 days) · Other
- Td Ameritrade, Inc. to Zenith Investment Management, LLCleft Feb 9, 2021, registered Mar 13, 2021 (32 days) · Other
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left Feb 9, 2021, registered Mar 8, 2018 (-1069 days) · corporate re-registration, not a move
- Scottrade Investment Management to Td Ameritrade Investment Management, LLCleft Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft May 5, 2014, registered Dec 11, 2009 (-1606 days) · channel change inside one enterprise, not a move
- Td Ameritrade Investment Management, LLC to Td Ameritrade, Inc.left May 5, 2014, registered Dec 11, 2009 (-1606 days) · Other
- Charles Schwab & Co., Inc. to Td Ameritrade Investment Management, LLCleft Nov 20, 2009, registered Dec 11, 2009 (21 days) · Other
Signals
- Ryan James Petry left Corda Investment Management, Llc for Key Investment Services Llc (registered 2024-11-04)Aug 13, 2024 · Advisor changed firm · fact
- Ryan James Petry left Zenith Investment Management, Llc for Corda Investment Management, Llc (registered 2022-03-21)Mar 14, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address