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

Todd Justin Lerner

Advus Financial Partners, LLCmixed wealthWinter Park, Fl dual registrantIAPD 5413511

Feed of 09/15/2026

Also filed as Todd J Lerner

At current firm

0 y

since Apr 1, 2026

In the industry

19 y

since Mar 1, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Advus Financial Partners, LLC mixed wealth current
since Apr 1, 2026 · Valencia, Ca
Pfg Advisors independent RIA
Apr 18, 2018 to Apr 1, 2026 · Valencia, Ca
Cue Financial Group, Inc. former
Oct 20, 2017 to Dec 31, 2018 · Valencia, Ca
Morgan Stanley wirehouse
Jun 14, 2011 to Sep 18, 2017 · Thousand Oaks, Ca
Pacific Financial Strategies, Inc independent RIA
Jan 25, 2010 to Jun 3, 2011 · Thousand Oaks, Ca
Concourse Financial Group Advisors former
May 28, 2008 to Feb 19, 2010 · Agoura Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

Pfg Advisors to Advus Financial Partners, LLC
left Apr 1, 2026, registered Apr 1, 2026 (0 days) · RIA to RIA
Cue Financial Group, Inc. to Pfg Advisors
left Dec 31, 2018, registered Apr 18, 2018 (-257 days) · RIA to RIA · moved with a team
Morgan Stanley to Cue Financial Group, Inc.
left Sep 18, 2017, registered Oct 20, 2017 (32 days) · Other
Pacific Financial Strategies, Inc to Morgan Stanley
left Jun 3, 2011, registered Jun 14, 2011 (11 days) · Other
Concourse Financial Group Advisors to Pacific Financial Strategies, Inc
left Feb 19, 2010, registered Jan 25, 2010 (-25 days) · Other

Signals

Todd Justin Lerner left Pfg Advisors for Advus Financial Partners, Llc (registered 2026-04-01)
Apr 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: Wealth manager with institutional or fund businessderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address