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 Laurence Furlong
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Dec 17, 2024
In the industry
13 y
since Jan 1, 2013 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
4
dated events on this person
Registration history
IAPD current and previous registrations
- Parkwoods Wealth Partners, LLC independent RIA currentsince Dec 17, 2024 · Clayton, Mo
- Purposepath Capital, LLC state registeredNov 17, 2023 to Nov 15, 2024 · St. Louis, Mo
- Facet independent RIAOct 6, 2022 to Nov 9, 2023 · Denver, Co
- Brooklyn Fi, LLC independent RIAFeb 16, 2022 to Sep 12, 2022 · Denver, Co
- Facet independent RIAApr 23, 2021 to Mar 21, 2022 · Saint Louis, Mo
- The Worley Banks Group, LLC independent RIAMay 26, 2020 to Apr 15, 2021 · Creve Coeur, Mo
- Rfg Advisory, LLC independent RIAMar 6, 2020 to Sep 4, 2020 · Vestavia Hills, Al
- Buckingham Strategic Wealth, LLC formerJul 3, 2017 to Mar 2, 2020 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Purposepath Capital, LLC to Parkwoods Wealth Partners, LLCleft Nov 15, 2024, registered Dec 17, 2024 (32 days) · Other
- Facet to Purposepath Capital, LLCleft Nov 9, 2023, registered Nov 17, 2023 (8 days) · RIA to a state-registered adviser
- Brooklyn Fi, LLC to Facetleft Sep 12, 2022, registered Oct 6, 2022 (24 days) · RIA to RIA
- Facet to Brooklyn Fi, LLCleft Mar 21, 2022, registered Feb 16, 2022 (-33 days) · RIA to RIA
- The Worley Banks Group, LLC to Facetleft Apr 15, 2021, registered Apr 23, 2021 (8 days) · RIA to RIA
- Rfg Advisory, LLC to The Worley Banks Group, LLCleft Sep 4, 2020, registered May 26, 2020 (-101 days) · RIA to a newly registered adviser · moved with a team
- Buckingham Strategic Wealth, LLC to Rfg Advisory, LLCleft Mar 2, 2020, registered Mar 6, 2020 (4 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Ryan Laurence Furlong left Purposepath Capital, Llc for Parkwoods Wealth Partners, Llc (registered 2024-12-17)Nov 15, 2024 · Advisor changed firm · fact
- Ryan Laurence Furlong left Facet for Purposepath Capital, Llc (registered 2023-11-17)Nov 9, 2023 · Advisor changed firm · fact
- Ryan Laurence Furlong left Brooklyn Fi, Llc for Facet (registered 2022-10-06)Sep 12, 2022 · Advisor changed firm · fact
- Ryan Laurence Furlong left Facet for Brooklyn Fi, Llc (registered 2022-02-16)Mar 21, 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
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address