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
Terrence Scott Ransom
Feed of 09/14/2026
Also filed as Terry S Ransom
At current firm
6 y
since Oct 1, 2019
In the industry
14 y
since Jun 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
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
- Vanguard Advisers, Inc. BD affiliated currentsince Oct 1, 2019 · Scottsdale, Az
- Gradient Wealth Management BD affiliatedMay 12, 2017 to Dec 31, 2017 · Arden Hills, Mn
- Wilbanks Securities Advisory formerAug 13, 2013 to Jun 12, 2017 · Chandler, Az
Moves
a registration end followed by a registration begin elsewhere
- Gradient Wealth Management to Vanguard Advisers, Inc.left Dec 31, 2017, registered Oct 1, 2019 (639 days) · Other
- Wilbanks Securities Advisory to Gradient Wealth Managementleft Jun 12, 2017, registered May 12, 2017 (-31 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address