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
Ron Greenfield
Feed of 09/14/2026
Also filed as Ron Noel Greenfield
At current firm
5 y
since Sep 29, 2020
In the industry
16 y
since Jan 22, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Allstate Financial Advisors, LLC BD affiliated currentsince Sep 29, 2020 · Cedar Knolls, Nj
- Brookstone Capital Management LLC independent RIANov 15, 2019 to Sep 25, 2020 · Wheaton, Il
- Specialized Advisors formerApr 29, 2019 to Oct 12, 2019 · Morris Plains, Nj
- Secure Investment Management, LLC independent RIAOct 17, 2018 to Feb 22, 2019 · Morris Plains, Nj
- Oneamerica Securities, Inc. BD affiliatedSep 24, 2018 to Oct 4, 2018 · Parsippany, Nj
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Capital Management LLC to Allstate Financial Advisors, LLCleft Sep 25, 2020, registered Sep 29, 2020 (4 days) · RIA to affiliated broker-dealer or bank
- Specialized Advisors to Brookstone Capital Management LLCleft Oct 12, 2019, registered Nov 15, 2019 (34 days) · RIA to RIA · moved with a team
- Secure Investment Management, LLC to Specialized Advisorsleft Feb 22, 2019, registered Apr 29, 2019 (66 days) · RIA to a newly registered adviser · moved with a team
- Oneamerica Securities, Inc. to Secure Investment Management, LLCleft Oct 4, 2018, registered Oct 17, 2018 (13 days) · Affiliated broker-dealer or bank to independent RIA
Signals
No dated event on this person.
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address