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

Travis Denkenberger

Principal Securities, Inc.BD affiliatedCenterville, Ohdual registrantIAPD 5547173

Certified Financial Planner

Feed of 09/14/2026

Also filed as Travis Cody Denkenberger

At current firm

3 y

since Oct 4, 2022

In the industry

14 y

since May 3, 2012 (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

Principal Securities, Inc. BD affiliated current
since Oct 4, 2022 · Centerville, Oh
Money Concepts Advisory Service BD affiliated
Jul 13, 2017 to Oct 12, 2022 · Bellefontaine, Oh
Buckingham Financial Group, Inc. former
Feb 10, 2017 to May 4, 2017 · Dayton, Oh
Buckingham Capital Management, Inc. former
Feb 10, 2017 to May 4, 2017 · Dayton, Oh
U.S. Bancorp Investments, Inc. former
Oct 28, 2013 to Nov 14, 2016 · Springboro, Oh
Cetera Investment Services LLC former
May 10, 2012 to Oct 31, 2013 · Mt. Orab, Oh

Moves

a registration end followed by a registration begin elsewhere

Money Concepts Advisory Service to Principal Securities, Inc.
left Oct 12, 2022, registered Oct 4, 2022 (-8 days) · Affiliated broker-dealer or bank to another
Buckingham Financial Group, Inc. to Buckingham Capital Management, Inc.
left May 4, 2017, registered Feb 10, 2017 (-83 days) · Other
Buckingham Capital Management, Inc. to Money Concepts Advisory Service
left May 4, 2017, registered Jul 13, 2017 (70 days) · Other
U.S. Bancorp Investments, Inc. to Buckingham Financial Group, Inc.
left Nov 14, 2016, registered Feb 10, 2017 (88 days) · Other
Cetera Investment Services LLC to U.S. Bancorp Investments, Inc.
left Oct 31, 2013, registered Oct 28, 2013 (-3 days) · Other

Signals

Travis Denkenberger left Money Concepts Advisory Service for Principal Securities, Inc. (registered 2022-10-04)
Oct 12, 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address