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
Levi Bunkers
Feed of 09/15/2026
Also filed as Levi Bunkers
At current firm
0 y
since Jul 30, 2026
In the industry
20 y
since Mar 1, 2006 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Jul 30, 2026 · Waverly, Ia
- Osaic Wealth, Inc. BD affiliatedJan 19, 2024 to Jul 28, 2026 · Oakdale, Mn
- Woodbury Financial Services, Inc. formerApr 13, 2021 to Jan 19, 2024 · Oakdale, Mn
- Prosperity Capital Advisors independent RIAApr 14, 2020 to Apr 14, 2021 · Wayzata, Mn
- Ameriprise Financial Services, LLC national BDMay 3, 2019 to Oct 4, 2019 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to LPL Financial LLCleft Jul 28, 2026, registered Jul 30, 2026 (2 days) · Affiliated broker-dealer or bank to another
- Woodbury Financial Services, Inc. to Osaic Wealth, Inc.left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
- Prosperity Capital Advisors to Woodbury Financial Services, Inc.left Apr 14, 2021, registered Apr 13, 2021 (-1 days) · RIA to affiliated broker-dealer or bank
- Ameriprise Financial Services, LLC to Prosperity Capital Advisorsleft Oct 4, 2019, registered Apr 14, 2020 (193 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Levi Bunkers left Osaic Wealth, Inc. for Lpl Financial Llc (registered 2026-07-30)Jul 28, 2026 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address