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
Ryan Samuel Naples
Feed of 09/14/2026
At current firm
3 y
since Oct 21, 2022
In the industry
10 y
since Apr 1, 2016 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Oct 21, 2022 · Pittsburgh - Wexford, Pa
- Hefren-Tillotson, Inc. formerDec 23, 2019 to Oct 21, 2022 · Pittsburgh, Pa
- Allegheny Investments independent RIASep 20, 2017 to Dec 2, 2019 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- Hefren-Tillotson, Inc. to Robert W. Baird & Co. Incorporatedleft Oct 21, 2022, registered Oct 21, 2022 (0 days) · corporate re-registration, not a move
- Allegheny Investments to Hefren-Tillotson, Inc.left Dec 2, 2019, registered Dec 23, 2019 (21 days) · RIA to RIA
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address