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 Poul Wilson
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
0 y
since Dec 3, 2025
In the industry
14 y
since Jul 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Neuberger Berman Bd LLC no RAUM currentsince Dec 3, 2025 · St. Petersburg, Fl
- Raymond James Investment Management asset managerMar 5, 2019 to Dec 2, 2025 · St. Petersburg, Fl
- Morgan Stanley wirehouseMay 4, 2017 to Feb 22, 2019 · Tampa, Fl
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Investment Management to Neuberger Berman Bd LLCleft Dec 2, 2025, registered Dec 3, 2025 (1 days) · Other
- Morgan Stanley to Raymond James Investment Managementleft Feb 22, 2019, registered Mar 5, 2019 (11 days) · Other
Signals
- Ryan Poul Wilson left Raymond James Investment Management for Neuberger Berman Bd Llc (registered 2025-12-03)Dec 2, 2025 · 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
- No RAUM reportedderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address