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
Cameron John Penney
Certified Financial Planner
Feed of 09/14/2026
Also filed as Cameron J Penney
At current firm
10 y
since Jan 15, 2016
In the industry
16 y
since Jul 9, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
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
- Penney Financial independent RIA currentsince Jan 15, 2016 · Houston, Tx
- Ameriprise Financial Services, LLC national BDJul 9, 2014 to Aug 26, 2015 · Houston, Tx
- Scf Private Wealth Holdings, LLC formerOct 23, 2013 to Jun 27, 2014 · Houston, Tx
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Feb 22, 2013 · San Antonio, Tx
- Chase Investment Services Corp. formerMay 3, 2012 to Oct 1, 2012 · San Antonio, Tx
- First Command Financial Planning, Inc. formerAug 10, 2010 to Apr 12, 2012 · Universal City, Tx
Moves
a registration end followed by a registration begin elsewhere
- Ameriprise Financial Services, LLC to Penney Financialleft Aug 26, 2015, registered Jan 15, 2016 (142 days) · Affiliated broker-dealer or bank to independent RIA
- Scf Private Wealth Holdings, LLC to Ameriprise Financial Services, LLCleft Jun 27, 2014, registered Jul 9, 2014 (12 days) · Other
- J.P. Morgan Securities LLC to Scf Private Wealth Holdings, LLCleft Feb 22, 2013, registered Oct 23, 2013 (243 days) · Other
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- First Command Financial Planning, Inc. to Chase Investment Services Corp.left Apr 12, 2012, registered May 3, 2012 (21 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address