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
Richard Devon Ramirez
Feed of 09/14/2026
Also filed as Devon Ramirez
At current firm
12 y
since Sep 25, 2013
In the industry
20 y
since Feb 3, 2006 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Akre Capital Management, LLC asset manager currentsince Sep 25, 2013 · Middleburg, Va
- Suntrust Investment Services, Inc. formerOct 11, 2011 to Mar 20, 2012 · Leesburg, Va
- Morgan Stanley wirehouseOct 6, 2010 to Sep 7, 2011 · Mclean, Va
- Bofa Advisors, LLC formerFeb 6, 2006 to Aug 18, 2008 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- Suntrust Investment Services, Inc. to Akre Capital Management, LLCleft Mar 20, 2012, registered Sep 25, 2013 (554 days) · Other
- Morgan Stanley to Suntrust Investment Services, Inc.left Sep 7, 2011, registered Oct 11, 2011 (34 days) · Other
- Bofa Advisors, LLC to Morgan Stanleyleft Aug 18, 2008, registered Oct 6, 2010 (779 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
- 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