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

Richard D Boyd

J.P. Morgan Securities LLCwirehouseIrvine, Cadual registrantIAPD 6072577

Feed of 09/14/2026

Also filed as Richard D Boyd

At current firm

1 y

since May 29, 2025

In the industry

12 y

since Mar 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J.P. Morgan Securities LLC wirehouse current
since May 29, 2025 · Irvine, Ca
Cambridge Investment Research Advisors, Inc. BD affiliated
Jan 13, 2025 to Feb 5, 2025 · Irvine, Ca
Cetera Investment Advisers LLC BD affiliated
May 17, 2024 to Nov 15, 2024 · Encinitas, Ca
Pfg Advisors independent RIA
Oct 10, 2023 to May 19, 2024 · National City, Ca
Confidence Wealth Management, Inc. independent RIA
Oct 17, 2022 to Apr 19, 2023 · Los Angeles, Ca
Dunham independent RIA
Feb 16, 2022 to May 27, 2022 · San Diego, Ca
Reilly Financial Advisors former
Jan 26, 2021 to Jan 3, 2022 · La Mesa, Ca
Ameriprise Financial Services, LLC national BD
Oct 3, 2019 to Mar 18, 2020 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

Cambridge Investment Research Advisors, Inc. to J.P. Morgan Securities LLC
left Feb 5, 2025, registered May 29, 2025 (113 days) · Affiliated broker-dealer or bank to wirehouse
Cetera Investment Advisers LLC to Cambridge Investment Research Advisors, Inc.
left Nov 15, 2024, registered Jan 13, 2025 (59 days) · Affiliated broker-dealer or bank to another
Pfg Advisors to Cetera Investment Advisers LLC
left May 19, 2024, registered May 17, 2024 (-2 days) · RIA to affiliated broker-dealer or bank
Confidence Wealth Management, Inc. to Pfg Advisors
left Apr 19, 2023, registered Oct 10, 2023 (174 days) · RIA to RIA
Dunham to Confidence Wealth Management, Inc.
left May 27, 2022, registered Oct 17, 2022 (143 days) · RIA to RIA
Reilly Financial Advisors to Dunham
left Jan 3, 2022, registered Feb 16, 2022 (44 days) · RIA to RIA
Ameriprise Financial Services, LLC to Reilly Financial Advisors
left Mar 18, 2020, registered Jan 26, 2021 (314 days) · Affiliated broker-dealer or bank to independent RIA

Signals

Richard D Boyd left Cambridge Investment Research Advisors, Inc. for J.P. Morgan Securities Llc (registered 2025-05-29)
Feb 5, 2025 · Advisor changed firm · fact
Richard D Boyd left Cetera Investment Advisers Llc for Cambridge Investment Research Advisors, Inc. (registered 2025-01-13)
Nov 15, 2024 · Advisor changed firm · fact
Richard D Boyd left Pfg Advisors for Cetera Investment Advisers Llc (registered 2024-05-17)
May 19, 2024 · Advisor changed firm · fact
Richard D Boyd left Confidence Wealth Management, Inc. for Pfg Advisors (registered 2023-10-10)
Apr 19, 2023 · Advisor changed firm · fact
Richard D Boyd left Dunham for Confidence Wealth Management, Inc. (registered 2022-10-17)
May 27, 2022 · Advisor changed firm · fact
Richard D Boyd left Reilly Financial Advisors for Dunham (registered 2022-02-16)
Jan 3, 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: Wirehousederived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address