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 Pat Bonaventura
Feed of 09/14/2026
At current firm
8 y
since Jun 21, 2018
In the industry
20 y
since Jan 13, 2006 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Souders Financial Advisors, LLC independent RIA currentsince Jun 21, 2018 · Cincinnati, Oh
- Advantage Investment Management, LLC formerApr 9, 2009 to Jun 14, 2018 · Cincinnati, Oh
- Edward Jones national BDJan 24, 2007 to Mar 25, 2009 · St. Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Advantage Investment Management, LLC to Souders Financial Advisors, LLCleft Jun 14, 2018, registered Jun 21, 2018 (7 days) · RIA to a newly registered adviser · moved with a team
- Edward Jones to Advantage Investment Management, LLCleft Mar 25, 2009, registered Apr 9, 2009 (15 days) · Other
Signals
No dated event on this person.
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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address