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

Ian Robert Yarberry

Lexaurum Advisorsindependent RIALittleton, Co IA-onlyIAPD 6006294

Feed of 09/15/2026

At current firm

1 y

since Sep 23, 2024

In the industry

14 y

since May 31, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Financial Advisorreportedcrg1.comfirm site, Sep 15, 2026
Partner or owner: “Executive Partner”reportedcrg1.comthe sentence on the bio page
Professional profile: CRG1.COM/team/ian-yarberryreportedcrg1.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.

Registration history

IAPD current and previous registrations

Lexaurum Advisors independent RIA current
since Sep 23, 2024 · Overland Park, Ks
Osaic Wealth, Inc. BD affiliated
Jun 14, 2024 to Sep 25, 2024 · Littleton, Co
Securities America Advisors, Inc. former
Jul 8, 2020 to Jun 14, 2024 · Littleton, Co
Bancwest Investment Services, Inc. (Bwis) former
Jan 9, 2015 to Jul 15, 2020 · Denver, Co
T. Rowe Price Advisory Services, Inc. BD affiliated
Dec 14, 2012 to Jun 16, 2014 · Colorado Springs, Md

Moves

a registration end followed by a registration begin elsewhere

Osaic Wealth, Inc. to Lexaurum Advisors
left Sep 25, 2024, registered Sep 23, 2024 (-2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Securities America Advisors, Inc. to Osaic Wealth, Inc.
left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
Bancwest Investment Services, Inc. (Bwis) to Securities America Advisors, Inc.
left Jul 15, 2020, registered Jul 8, 2020 (-7 days) · Affiliated broker-dealer or bank to another
T. Rowe Price Advisory Services, Inc. to Bancwest Investment Services, Inc. (Bwis)
left Jun 16, 2014, registered Jan 9, 2015 (207 days) · Other

Signals

Ian Robert Yarberry left Osaic Wealth, Inc. for Lexaurum Advisors (registered 2024-09-23)
Sep 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: Independent wealth managerderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address