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
Sean William Moneypenny
Certified Financial Planner
Feed of 09/15/2026
Also filed as Sean Moneypenny
At current firm
5 y
since Dec 18, 2020
In the industry
16 y
since Jul 1, 2010 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Csenge Advisory Group, LLC independent RIA currentsince Dec 18, 2020 · Clearwater, Fl
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 9, 2019 to Nov 27, 2020 · Neptune Beach, Fl
- Arcus Capital Partners, LLC independent RIAMar 8, 2018 to Apr 22, 2019 · Jacksonville, Fl
- Strategic Advisers LLC national BDAug 20, 2012 to Jan 29, 2018 · Jacksonville, Fl
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Csenge Advisory Group, LLCleft Nov 27, 2020, registered Dec 18, 2020 (21 days) · Wirehouse to independent RIA
- Arcus Capital Partners, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Apr 22, 2019, registered Sep 9, 2019 (140 days) · RIA to wirehouse
- Strategic Advisers LLC to Arcus Capital Partners, LLCleft Jan 29, 2018, registered Mar 8, 2018 (38 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