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

Nathan Scott Yeomans

Rfg Advisory, LLCindependent RIAEnglewood, Co IA-onlyIAPD 5110349

Feed of 09/14/2026

At current firm

3 y

since Jan 31, 2023

In the industry

21 y

since Dec 1, 2004 (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

Rfg Advisory, LLC independent RIA current
since Jan 31, 2023 · Englewood, Co
Accelerated Wealth Advisors LLC independent RIA
Apr 14, 2015 to Feb 3, 2023 · Englewood, Co
Gradient Advisors, LLC independent RIA
Jul 9, 2013 to Apr 2, 2015 · Centennial, Co
Transamerica Financial Advisors, LLC BD affiliated
Jan 6, 2012 to Jul 2, 2013 · Philadelphia, Pa
Investment Advisors International, Inc. unclassified
Apr 18, 2011 to Jan 6, 2012 · Greenwood Village, Co
Financial Leadership Advisors, Inc. unclassified
Mar 3, 2008 to Oct 16, 2009 · Aurora, Co

Moves

a registration end followed by a registration begin elsewhere

Accelerated Wealth Advisors LLC to Rfg Advisory, LLC
left Feb 3, 2023, registered Jan 31, 2023 (-3 days) · RIA to RIA · moved with a team
Gradient Advisors, LLC to Accelerated Wealth Advisors LLC
left Apr 2, 2015, registered Apr 14, 2015 (12 days) · Other
Transamerica Financial Advisors, LLC to Gradient Advisors, LLC
left Jul 2, 2013, registered Jul 9, 2013 (7 days) · Other
Investment Advisors International, Inc. to Transamerica Financial Advisors, LLC
left Jan 6, 2012, registered Jan 6, 2012 (0 days) · corporate re-registration, not a move
Financial Leadership Advisors, Inc. to Investment Advisors International, Inc.
left Oct 16, 2009, registered Apr 18, 2011 (549 days) · Other

Signals

Nathan Scott Yeomans left Accelerated Wealth Advisors Llc for Rfg Advisory, Llc (registered 2023-01-31)
Feb 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: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address