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

Lenin Ibarra

Primerica Advisorsnational BDSaint Paul, Mndual registrantIAPD 6012505

Feed of 09/14/2026

Also filed as Lenin Federico Ibarra Bonilla

At current firm

0 y

since Aug 27, 2026

In the industry

12 y

since Nov 15, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Primerica Advisors national BD current
since Aug 27, 2026 · Saint Paul, Mn
Allstate Financial Advisors, LLC BD affiliated
Apr 29, 2024 to Sep 5, 2024 · Saint Paul, Mn
Edelman Financial Engines independent RIA
Nov 20, 2023 to Apr 26, 2024 · Saint Paul, Mn
Wells Fargo Advisors wirehouse
Jun 8, 2023 to Aug 24, 2023 · Minneapolis, Mn
Voya Retirement Advisors, LLC other
Jul 29, 2022 to Jun 2, 2023 · Windsor, Ct
Wells Fargo Advisors wirehouse
Jan 25, 2022 to Feb 15, 2022 · Minneapolis, Mn
U.S. Bancorp Investments, Inc. former
Aug 30, 2021 to Oct 8, 2021 · Saint Paul, Mn
Transamerica Retirement Advisors, LLC BD affiliated
Dec 19, 2016 to Aug 23, 2021 · St. Paul, Mn
Wells Fargo Advisors wirehouse
Jan 22, 2014 to Jun 3, 2015 · Charlotte, Nc

Moves

a registration end followed by a registration begin elsewhere

Allstate Financial Advisors, LLC to Primerica Advisors
left Sep 5, 2024, registered Aug 27, 2026 (721 days) · Affiliated broker-dealer or bank to another
Edelman Financial Engines to Allstate Financial Advisors, LLC
left Apr 26, 2024, registered Apr 29, 2024 (3 days) · RIA to affiliated broker-dealer or bank
Wells Fargo Advisors to Edelman Financial Engines
left Aug 24, 2023, registered Nov 20, 2023 (88 days) · Wirehouse to independent RIA
Voya Retirement Advisors, LLC to Wells Fargo Advisors
left Jun 2, 2023, registered Jun 8, 2023 (6 days) · Other
Wells Fargo Advisors to Voya Retirement Advisors, LLC
left Feb 15, 2022, registered Jul 29, 2022 (164 days) · Other
U.S. Bancorp Investments, Inc. to Wells Fargo Advisors
left Oct 8, 2021, registered Jan 25, 2022 (109 days) · Affiliated broker-dealer or bank to wirehouse
Transamerica Retirement Advisors, LLC to U.S. Bancorp Investments, Inc.
left Aug 23, 2021, registered Aug 30, 2021 (7 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Transamerica Retirement Advisors, LLC
left Jun 3, 2015, registered Dec 19, 2016 (565 days) · Other

Signals

Lenin Ibarra left Allstate Financial Advisors, Llc for Primerica Advisors (registered 2026-08-27)
Sep 5, 2024 · Advisor changed firm · fact
Lenin Ibarra left Edelman Financial Engines for Allstate Financial Advisors, Llc (registered 2024-04-29)
Apr 26, 2024 · Advisor changed firm · fact
Lenin Ibarra left Wells Fargo Advisors for Edelman Financial Engines (registered 2023-11-20)
Aug 24, 2023 · Advisor changed firm · fact
Lenin Ibarra left Voya Retirement Advisors, Llc for Wells Fargo Advisors (registered 2023-06-08)
Jun 2, 2023 · Advisor changed firm · fact
Lenin Ibarra left Wells Fargo Advisors for Voya Retirement Advisors, Llc (registered 2022-07-29)
Feb 15, 2022 · 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: National broker-dealer RIAderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address