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 Tanner Holloman
Feed of 09/14/2026
At current firm
3 y
since Jan 23, 2023
In the industry
20 y
since Oct 28, 2005 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Weitz Investment Management, Inc. asset manager currentsince Jan 23, 2023 · Omaha, Ne
- Tortoiseecofin Investments Partners, LLC formerNov 17, 2016 to Jan 3, 2023 · Leawood, Ks
- Montage Investments, LLC formerAug 5, 2015 to Nov 17, 2016 · Leawood, Ks
- Edward Jones national BDFeb 7, 2007 to May 30, 2008 · Topeka, Ks
Moves
a registration end followed by a registration begin elsewhere
- Tortoiseecofin Investments Partners, LLC to Weitz Investment Management, Inc.left Jan 3, 2023, registered Jan 23, 2023 (20 days) · Other
- Montage Investments, LLC to Tortoiseecofin Investments Partners, LLCleft Nov 17, 2016, registered Nov 17, 2016 (0 days) · Other · moved with a team
- Edward Jones to Montage Investments, LLCleft May 30, 2008, registered Aug 5, 2015 (2623 days) · Other
Signals
- Ryan Tanner Holloman left Tortoiseecofin Investments Partners, Llc for Weitz Investment Management, Inc. (registered 2023-01-23)Jan 3, 2023 · 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address