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

Moriah Ranade

Prospera Financial Services, Inc.BD affiliatedLas Vegas, Nv IA-onlyIAPD 6681481

Feed of 09/15/2026

Also filed as Moriah Bethany Boutin

At current firm

0 y

since Oct 29, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Prospera Financial Services, Inc. BD affiliated current
since Oct 29, 2025 · Las Vegas, Nv
Kestra Private Wealth Services, LLC BD affiliated
Sep 27, 2024 to Jan 15, 2025 · Colorado Springs, Co
Diversify Advisory Services, LLC BD affiliated
Jan 2, 2024 to Oct 1, 2024 · Peyton, Co
Dfpg Investments, LLC former
Dec 5, 2022 to Jan 2, 2024 · Peyton, Co
Surevest Private Wealth former
Feb 3, 2020 to Dec 12, 2022 · Los Angeles, Ca
Surevest Wealth Management former
Oct 22, 2019 to Feb 7, 2020 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Kestra Private Wealth Services, LLC to Prospera Financial Services, Inc.
left Jan 15, 2025, registered Oct 29, 2025 (287 days) · Affiliated broker-dealer or bank to another
Diversify Advisory Services, LLC to Kestra Private Wealth Services, LLC
left Oct 1, 2024, registered Sep 27, 2024 (-4 days) · Affiliated broker-dealer or bank to another
Dfpg Investments, LLC to Diversify Advisory Services, LLC
left Jan 2, 2024, registered Jan 2, 2024 (0 days) · RIA to affiliated broker-dealer or bank
Surevest Private Wealth to Dfpg Investments, LLC
left Dec 12, 2022, registered Dec 5, 2022 (-7 days) · RIA to RIA · moved with a team
Surevest Wealth Management to Surevest Private Wealth
left Feb 7, 2020, registered Feb 3, 2020 (-4 days) · RIA to RIA · moved with a team

Signals

Moriah Ranade left Kestra Private Wealth Services, Llc for Prospera Financial Services, Inc. (registered 2025-10-29)
Jan 15, 2025 · Advisor changed firm · fact
Moriah Ranade left Diversify Advisory Services, Llc for Kestra Private Wealth Services, Llc (registered 2024-09-27)
Oct 1, 2024 · Advisor changed firm · fact
Moriah Ranade left Dfpg Investments, Llc for Diversify Advisory Services, Llc (registered 2024-01-02)
Jan 2, 2024 · Advisor changed firm · fact
Moriah Ranade left Surevest Private Wealth for Dfpg Investments, Llc (registered 2022-12-05)
Dec 12, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address