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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A••••• D••••• S••••••

J••• M••••• S••••••••• L••wirehouseTroy, Mi dual registrantIAPD 6931322

Feed of 09/15/2026

Also filed as Ashley Denise Ramson

At current firm

0 y

since Aug 4, 2026

In the industry

9 y

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

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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••• M••••• S••••••••• L•• wirehouse current
since Aug 4, 2026 · Irvine, Ca
E••••• J•••• national BD
Mar 20, 2023 to Jul 10, 2026 · St. Louis, Mo
U•• F•••••••• S••••••• I••• wirehouse
May 14, 2021 to Mar 23, 2023 · Birmingham, Mi
M••••• S•••••• wirehouse
Jul 27, 2018 to May 6, 2021 · Birmingham, Mi

Moves

a registration end followed by a registration begin elsewhere

E••••• J•••• to J••• M••••• S••••••••• L••
left Jul 10, 2026, registered Aug 4, 2026 (25 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
U•• F•••••••• S••••••• I••• to E••••• J••••
left Mar 23, 2023, registered Mar 20, 2023 (-3 days) · Wirehouse to affiliated broker-dealer or bank
M••••• S•••••• to U•• F•••••••• S••••••• I•••
left May 6, 2021, registered May 14, 2021 (8 days) · Wirehouse to wirehouse

Signals

A••••• D••••• S•••••• left E••••• J•••• for J••• M••••• S••••••••• L•• (registered 2026-08-04)
Jul 10, 2026 · Advisor changed firm · fact
A••••• D••••• S•••••• left U•• F•••••••• S••••••• I••• for E••••• J•••• (registered 2023-03-20)
Mar 23, 2023 · 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: 9derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address