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
Ryan M Campbell
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
At current firm
0 y
since Jun 3, 2026
In the industry
13 y
since Nov 5, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
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
- Pathstone independent RIA currentsince Jun 3, 2026 · Conshohocken, Pa
- Mill Creek Capital Advisors, LLC formerJan 25, 2018 to Jun 1, 2026 · Conshohocken, Pa
- Threshold Group, LLC formerSep 16, 2014 to Dec 31, 2017 · Philadelphia, Pa
- Convergent Wealth Advisors, LLC formerNov 6, 2012 to May 22, 2014 · Suite 400, Md
Moves
a registration end followed by a registration begin elsewhere
- Mill Creek Capital Advisors, LLC to Pathstoneleft Jun 1, 2026, registered Jun 3, 2026 (2 days) · RIA to RIA · moved with a team
- Threshold Group, LLC to Mill Creek Capital Advisors, LLCleft Dec 31, 2017, registered Jan 25, 2018 (25 days) · Other
- Convergent Wealth Advisors, LLC to Threshold Group, LLCleft May 22, 2014, registered Sep 16, 2014 (117 days) · Other
Signals
- Ryan M Campbell left Mill Creek Capital Advisors, Llc for Pathstone (registered 2026-06-03)Jun 1, 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address