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

Terek Wilson

Cambridge Investment Research Advisors, Inc.BD affiliatedTamarac, Fl dual registrantIAPD 5645051

Feed of 09/15/2026

Also filed as Terek Wilson

At current firm

0 y

since Aug 24, 2026

In the industry

17 y

since Apr 10, 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

Cambridge Investment Research Advisors, Inc. BD affiliated current
since Aug 24, 2026 · Irwin, Pa
Foundations Investment Advisors LLC independent RIA
Dec 11, 2025 to Aug 11, 2026 · Parkland, Fl
Lsf Capital LLC unclassified
Mar 4, 2025 to Oct 23, 2025 · Fort Lauderdale, Fl
On Investment Management Co BD affiliated
Jan 12, 2023 to Jan 24, 2025 · Lee'S Summit, Mo
Creativeone Wealth, LLC independent RIA
Aug 31, 2021 to Dec 20, 2022 · Overland Park, Ks
USA Financial Securities LLC independent RIA
Nov 21, 2019 to Jul 28, 2021 · Overland Park, Ks
Allstate Financial Advisors, LLC BD affiliated
Apr 19, 2018 to Oct 11, 2019 · Lenexa, Ks
Allstate Financial Advisors, LLC BD affiliated
Aug 24, 2015 to Apr 17, 2018 · Overland Park, Ks
Waddell & Reed former
Apr 17, 2015 to Aug 7, 2015 · Overland Park, Ks
Mariner Wealth Advisors former
Oct 29, 2014 to Feb 24, 2015 · Overland Park, Ks
Firstpoint Financial, LLC former
Jul 8, 2014 to Feb 24, 2015 · Leawood, Ks

Moves

a registration end followed by a registration begin elsewhere

Foundations Investment Advisors LLC to Cambridge Investment Research Advisors, Inc.
left Aug 11, 2026, registered Aug 24, 2026 (13 days) · RIA to affiliated broker-dealer or bank
Lsf Capital LLC to Foundations Investment Advisors LLC
left Oct 23, 2025, registered Dec 11, 2025 (49 days) · Other
On Investment Management Co to Lsf Capital LLC
left Jan 24, 2025, registered Mar 4, 2025 (39 days) · Other
Creativeone Wealth, LLC to On Investment Management Co
left Dec 20, 2022, registered Jan 12, 2023 (23 days) · RIA to affiliated broker-dealer or bank
USA Financial Securities LLC to Creativeone Wealth, LLC
left Jul 28, 2021, registered Aug 31, 2021 (34 days) · RIA to RIA
Allstate Financial Advisors, LLC to USA Financial Securities LLC
left Oct 11, 2019, registered Nov 21, 2019 (41 days) · Affiliated broker-dealer or bank to independent RIA
Waddell & Reed to Allstate Financial Advisors, LLC
left Aug 7, 2015, registered Aug 24, 2015 (17 days) · Other
Mariner Wealth Advisors to Waddell & Reed
left Feb 24, 2015, registered Apr 17, 2015 (52 days) · Other
Firstpoint Financial, LLC to Mariner Wealth Advisors
left Feb 24, 2015, registered Oct 29, 2014 (-118 days) · channel change inside one enterprise, not a move

Signals

Terek Wilson left Foundations Investment Advisors Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-08-24)
Aug 11, 2026 · Advisor changed firm · fact
Terek Wilson left Lsf Capital Llc for Foundations Investment Advisors Llc (registered 2025-12-11)
Oct 23, 2025 · Advisor changed firm · fact
Terek Wilson left On Investment Management Co for Lsf Capital Llc (registered 2025-03-04)
Jan 24, 2025 · Advisor changed firm · fact
Terek Wilson left Creativeone Wealth, Llc for On Investment Management Co (registered 2023-01-12)
Dec 20, 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