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
Joshua Arthur Ryan Rennert
Feed of 09/14/2026
Also filed as Joshua Arthur Ryan Rennert
At current firm
0 y
since May 6, 2026
In the industry
20 y
since Sep 11, 2006 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Waldron Private Wealth independent RIA currentsince May 6, 2026 · Bridgeville, Pa
- Osaic Wealth, Inc. BD affiliatedApr 15, 2024 to May 11, 2026 · Scottsdale, Az
- Sequoia Financial Group, L.L.C. independent RIAOct 5, 2021 to May 1, 2024 · Akron, Oh
- Comerica Securities formerApr 9, 2021 to Sep 17, 2021 · Bloomfield Hills, Mi
- Huntington Financial Advisors BD affiliatedNov 16, 2017 to Jun 4, 2019 · Bloomfield Hills, Mi
- Cetera Investment Advisers LLC BD affiliatedMar 15, 2017 to Sep 8, 2017 · Troy, Mi
- Huntington Financial Advisors BD affiliatedDec 3, 2013 to Oct 17, 2016 · Birmingham, Mi
- Foresters Equity Services, Inc. formerAug 17, 2010 to Nov 26, 2013 · Livonia, Mi
- Waddell & Reed formerAug 27, 2007 to Aug 25, 2009 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Waldron Private Wealthleft May 11, 2026, registered May 6, 2026 (-5 days) · Affiliated broker-dealer or bank to independent RIA
- Sequoia Financial Group, L.L.C. to Osaic Wealth, Inc.left May 1, 2024, registered Apr 15, 2024 (-16 days) · RIA to affiliated broker-dealer or bank
- Comerica Securities to Sequoia Financial Group, L.L.C.left Sep 17, 2021, registered Oct 5, 2021 (18 days) · Other
- Huntington Financial Advisors to Comerica Securitiesleft Jun 4, 2019, registered Apr 9, 2021 (675 days) · Other
- Cetera Investment Advisers LLC to Huntington Financial Advisorsleft Sep 8, 2017, registered Nov 16, 2017 (69 days) · Other
- Huntington Financial Advisors to Cetera Investment Advisers LLCleft Oct 17, 2016, registered Mar 15, 2017 (149 days) · Other
- Foresters Equity Services, Inc. to Huntington Financial Advisorsleft Nov 26, 2013, registered Dec 3, 2013 (7 days) · Other
- Waddell & Reed to Foresters Equity Services, Inc.left Aug 25, 2009, registered Aug 17, 2010 (357 days) · Other
Signals
- Joshua Arthur Ryan Rennert left Osaic Wealth, Inc. for Waldron Private Wealth (registered 2026-05-06)May 11, 2026 · Advisor changed firm · fact
- Joshua Arthur Ryan Rennert left Sequoia Financial Group, L.L.C. for Osaic Wealth, Inc. (registered 2024-04-15)May 1, 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address