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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••• J••••• A•••••••

A••••••••• I•••BD affiliatedChicago, Il dual registrantIAPD 5506619

Feed of 09/14/2026

Also filed as Ryan Allessio

At current firm

3 y

since Jan 23, 2023

In the industry

17 y

since Jul 1, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••••• I••• BD affiliated current
since Jan 23, 2023 · Chicago, Il
O•••• P•••••••• S••••••••• L•• former
Mar 8, 2022 to Sep 1, 2022 · Omaha, Ne
T••••• W••••• A••••••• independent RIA
Dec 15, 2020 to Jun 30, 2021 · Phoenix, Az
A••••••••• I••••••••• M••••• other
Jan 23, 2020 to Aug 24, 2020 · Boston, Ma
B••••••• F•••••••• P••••••• L•• former
Nov 14, 2017 to Dec 31, 2019 · Needham, Ma

Moves

a registration end followed by a registration begin elsewhere

O•••• P•••••••• S••••••••• L•• to A••••••••• I•••
left Sep 1, 2022, registered Jan 23, 2023 (144 days) · RIA to affiliated broker-dealer or bank
T••••• W••••• A••••••• to O•••• P•••••••• S••••••••• L••
left Jun 30, 2021, registered Mar 8, 2022 (251 days) · RIA to RIA
A••••••••• I••••••••• M••••• to T••••• W••••• A•••••••
left Aug 24, 2020, registered Dec 15, 2020 (113 days) · Other
B••••••• F•••••••• P••••••• L•• to A••••••••• I••••••••• M•••••
left Dec 31, 2019, registered Jan 23, 2020 (23 days) · Other · moved with a team

Signals

R••• J••••• A••••••• left O•••• P•••••••• S••••••••• L•• for A••••••••• I••• (registered 2023-01-23)
Sep 1, 2022 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address