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.
Ramona Janina Maior
- Designations
- CFPreporteddomainmoney.comas printed on the bio page, Sep 16, 2026
- Professional profile
- domainmoney.com/advisors/ramona-maiorreporteddomainmoney.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Domain Money Advisors, LLC independent RIA currentsince Jun 3, 2026 · Glendale, Az
- Pfg Advisors independent RIAJun 9, 2023 to Mar 27, 2026 · Phoenix, Az
- The Wealth Consulting Group independent RIAMar 10, 2022 to Jan 3, 2023 · Phoenix, Az
- U.S. Bancorp Advisors, LLC BD affiliatedJan 23, 2020 to Feb 16, 2022 · Fountain Valley, Ca
- Vanguard Advisers, Inc. BD affiliatedDec 13, 2016 to Jan 15, 2020 · Scottsdale, Az
- Usaa Financial Planning Services formerOct 23, 2013 to Apr 10, 2014 · Phoenix, Az
- Pfg Advisors to Domain Money Advisors, LLCleft Mar 27, 2026, registered Jun 3, 2026 (68 days) · RIA to RIA
- The Wealth Consulting Group to Pfg Advisorsleft Jan 3, 2023, registered Jun 9, 2023 (157 days) · RIA to RIA
- U.S. Bancorp Advisors, LLC to The Wealth Consulting Groupleft Feb 16, 2022, registered Mar 10, 2022 (22 days) · Affiliated broker-dealer or bank to independent RIA
- Vanguard Advisers, Inc. to U.S. Bancorp Advisors, LLCleft Jan 15, 2020, registered Jan 23, 2020 (8 days) · Affiliated broker-dealer or bank to another
- Usaa Financial Planning Services to Vanguard Advisers, Inc.left Apr 10, 2014, registered Dec 13, 2016 (978 days) · Other
- Ramona Janina Maior left Pfg Advisors for Domain Money Advisors, Llc (registered 2026-06-03)Mar 27, 2026 · Advisor changed firm · fact
- Ramona Janina Maior left The Wealth Consulting Group for Pfg Advisors (registered 2023-06-09)Jan 3, 2023 · Advisor changed firm · fact
- Ramona Janina Maior left U.S. Bancorp Advisors, Llc for The Wealth Consulting Group (registered 2022-03-10)Feb 16, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address