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 Michael Filiaggi

Turner Financial Group, Inc.independent RIAPace, Fl IA-onlyIAPD 5060129

Feed of 09/15/2026

Also filed as Ryan Michael Filiaggi

At current firm

2 y

since Jul 31, 2024

In the industry

18 y

since Dec 13, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Turner Financial Group, Inc. independent RIA current
since Jul 31, 2024 · Lewes, De
Sgl Financial, LLC independent RIA
Apr 18, 2024 to Aug 5, 2024 · Lewes, De
Ip Financial Advisory Services LLC independent RIA
May 29, 2020 to Jan 30, 2025 · Dagsboro, De
Innovation Partners LLC independent RIA
May 27, 2020 to Sep 14, 2020 · Charlotte, Nc
Nfsg Corporation BD affiliated
Nov 15, 2018 to Apr 24, 2020 · Frankford, De
Citizens Securities, Inc. BD affiliated
Jun 19, 2018 to Aug 14, 2018 · Plymouth Meeting, Pa

Moves

a registration end followed by a registration begin elsewhere

Ip Financial Advisory Services LLC to Sgl Financial, LLC
left Jan 30, 2025, registered Apr 18, 2024 (-287 days) · Affiliated broker-dealer or bank to independent RIA
Sgl Financial, LLC to Turner Financial Group, Inc.
left Aug 5, 2024, registered Jul 31, 2024 (-5 days) · RIA to RIA · moved with a team
Innovation Partners LLC to Ip Financial Advisory Services LLC
left Sep 14, 2020, registered May 29, 2020 (-108 days) · Affiliated broker-dealer or bank to independent RIA
Nfsg Corporation to Innovation Partners LLC
left Apr 24, 2020, registered May 27, 2020 (33 days) · Affiliated broker-dealer or bank to another
Citizens Securities, Inc. to Nfsg Corporation
left Aug 14, 2018, registered Nov 15, 2018 (93 days) · Affiliated broker-dealer or bank to another

Signals

Ryan Michael Filiaggi no longer holds an investment adviser registration (last listed at Turner Financial Group, Inc. on the 2026-09-17 feed)
Sep 17, 2026 · Advisor registration ended · derived
Ryan Michael Filiaggi left Ip Financial Advisory Services Llc for Sgl Financial, Llc (registered 2024-04-18)
Jan 30, 2025 · Advisor changed firm · fact
Ryan Michael Filiaggi left Sgl Financial, Llc for Turner Financial Group, Inc. (registered 2024-07-31)
Aug 5, 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: Independent wealth managerderived
Years in industry: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address