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

Renae Ransdell

Diversified, LLCindependent RIAWilmington, De IA-onlyIAPD 5364029

Certified Financial Planner

Feed of 09/15/2026

At current firm

2 y

since Aug 5, 2024

In the industry

18 y

since Jun 6, 2008 (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

Diversified, LLC independent RIA current
since Aug 5, 2024 · Northampton, Ma
Diversified, LLC former
Mar 8, 2024 to Nov 4, 2024 · Wilmington, De
Creative Planning Institutional Advisors, LLC institutional
Dec 22, 2021 to Mar 8, 2024 · Newport Beach, Ca
Cetera Investment Advisers LLC BD affiliated
Oct 28, 2020 to Mar 27, 2024 · Northampton, Ma
First Allied Advisory Services, Inc. former
Jul 20, 2020 to Nov 12, 2020 · Northampton, Ma
Mercer Global Advisors Inc. independent RIA
Aug 23, 2019 to Oct 21, 2020 · Simsbury, Ct
Cambridge Investment Research Advisors, Inc. BD affiliated
Feb 10, 2014 to Jun 17, 2019 · Amherst, Ma

Moves

a registration end followed by a registration begin elsewhere

Diversified, LLC to Diversified, LLC
left Nov 4, 2024, registered Aug 5, 2024 (-91 days) · channel change inside one enterprise, not a move · moved with a team
Cetera Investment Advisers LLC to Creative Planning Institutional Advisors, LLC
left Mar 27, 2024, registered Dec 22, 2021 (-826 days) · Other
Creative Planning Institutional Advisors, LLC to Diversified, LLC
left Mar 8, 2024, registered Mar 8, 2024 (0 days) · Other
First Allied Advisory Services, Inc. to Cetera Investment Advisers LLC
left Nov 12, 2020, registered Oct 28, 2020 (-15 days) · corporate re-registration, not a move
Mercer Global Advisors Inc. to First Allied Advisory Services, Inc.
left Oct 21, 2020, registered Jul 20, 2020 (-93 days) · RIA to affiliated broker-dealer or bank
Cambridge Investment Research Advisors, Inc. to Mercer Global Advisors Inc.
left Jun 17, 2019, registered Aug 23, 2019 (67 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Renae Ransdell left Cetera Investment Advisers Llc for Creative Planning Institutional Advisors, Llc (registered 2021-12-22)
Mar 27, 2024 · Advisor changed firm · fact
Renae Ransdell left Creative Planning Institutional Advisors, Llc for Diversified, Llc (registered 2024-03-08)
Mar 8, 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address