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

T••••• D•••••

M•••••• W••••• M••••••••• L•independent RIACannon, OhIA-onlyIAPD 5984693

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Travis Eugene Dragan

At current firm

0 y

since Mar 9, 2026

In the industry

15 y

since Aug 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M•••••• W••••• M••••••••• L• independent RIA current
since Mar 9, 2026 · Cannon, Oh
S•••••• F•••••••• G••••• L••••• independent RIA
Jun 28, 2023 to Mar 23, 2026 · Akron, Oh
L••••••••• W••••• A••••••• independent RIA
Jun 15, 2022 to Jul 13, 2023 · Valley View, Oh
B••• W•••••••• A•••• M••••••••• L•• other
Oct 11, 2011 to Dec 5, 2016 · Cleveland, Oh

Moves

a registration end followed by a registration begin elsewhere

S•••••• F•••••••• G••••• L••••• to M•••••• W••••• M••••••••• L•
left Mar 23, 2026, registered Mar 9, 2026 (-14 days) · RIA to RIA
L••••••••• W••••• A••••••• to S•••••• F•••••••• G••••• L•••••
left Jul 13, 2023, registered Jun 28, 2023 (-15 days) · RIA to RIA
B••• W•••••••• A•••• M••••••••• L•• to L••••••••• W••••• A•••••••
left Dec 5, 2016, registered Jun 15, 2022 (2018 days) · Other

Signals

T••••• D••••• left S•••••• F•••••••• G••••• L••••• for M•••••• W••••• M••••••••• L• (registered 2026-03-09)
Mar 23, 2026 · Advisor changed firm · fact
T••••• D••••• left L••••••••• W••••• A••••••• for S•••••• F•••••••• G••••• L••••• (registered 2023-06-28)
Jul 13, 2023 · 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: Independent wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address