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

N••••••• E••• R•••••

O•• D•• W•••••state registeredSeattle, WaIA-onlyIAPD 5808993

Certified Financial Planner

Feed of 09/14/2026

Also filed as Nick Reilly

At current firm

8 y

since Aug 22, 2018

In the industry

12 y

since Aug 28, 2014 (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

O•• D•• W••••• state registered current
since Aug 22, 2018 · Seattle, Wa
S•••• independent RIA
Aug 27, 2025 to Sep 18, 2025 · Seattle, Wa
C••••••• A••••••• P•••••••• L•• independent RIA
Nov 1, 2022 to Mar 25, 2024 · Seattle, Wa
C••••••••• A••••••• I•• former
Mar 11, 2016 to Jan 25, 2018 · Bellevue, Wa
W•••• F•••• A••••••• wirehouse
Aug 28, 2014 to Feb 23, 2016 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

S•••• to no registered destination
left Sep 18, 2025 · Departure, no registered destination
C••••••• A••••••• P•••••••• L•• to S••••
left Mar 25, 2024, registered Aug 27, 2025 (520 days) · RIA to RIA
C••••••••• A••••••• I•• to O•• D•• W•••••
left Jan 25, 2018, registered Aug 22, 2018 (209 days) · Other
W•••• F•••• A••••••• to C••••••••• A••••••• I••
left Feb 23, 2016, registered Mar 11, 2016 (17 days) · Other

Signals

N••••••• E••• R••••• no longer registered at Savvy; no later IA registration on IAPD
Sep 18, 2025 · Advisor departure · fact
N••••••• E••• R••••• left C••••••• A••••••• P•••••••• L•• for Savvy (registered 2025-08-27)
Mar 25, 2024 · 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: STATE REGISTEREDderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address