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
Dezaree Maree Seeds
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Feb 26, 2025
In the industry
13 y
since Jan 8, 2013 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sierra Ocean, LLC independent RIA currentsince Feb 26, 2025 · Ripon, Ca
- United Capital Financial Advisors independent RIAAug 29, 2014 to Aug 25, 2021 · Modesto, Ca
- Valley Wealth, Inc. formerJan 9, 2013 to Dec 31, 2014 · Modesto, Ca
Moves
a registration end followed by a registration begin elsewhere
- United Capital Financial Advisors to Sierra Ocean, LLCleft Aug 25, 2021, registered Feb 26, 2025 (1281 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Valley Wealth, Inc. to United Capital Financial Advisorsleft Dec 31, 2014, registered Aug 29, 2014 (-124 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address