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

Robert David Ross

The Retirement Guys Formulaindependent RIAMaumee, Ohdual registrantIAPD 725746

Feed of 09/14/2026

Also filed as R. David Ross

At current firm

3 y

since Aug 1, 2023

In the industry

16 y

since Sep 22, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Certified Portfolio Manager™reportedretirementguysformula.comfirm site, Sep 15, 2026
Professional profile: retirementguysformula.com/team/david-rossreportedretirementguysformula.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

The Retirement Guys Formula independent RIA current
since Aug 1, 2023 · Maumee, Oh
Ameritas Advisory Services, LLC BD affiliated
Nov 1, 2021 to Jun 23, 2023 · Toledo, Oh
Ameritas Advisory Services former
Sep 10, 2019 to Nov 1, 2021 · Perrysburg, Oh
Voya Financial Advisors, Inc. BD affiliated
May 31, 2012 to Aug 27, 2019 · Holland, Oh
Ameritas Advisory Services former
Sep 22, 2009 to May 24, 2012 · Perrysburg, Oh

Moves

a registration end followed by a registration begin elsewhere

Ameritas Advisory Services, LLC to The Retirement Guys Formula
left Jun 23, 2023, registered Aug 1, 2023 (39 days) · Affiliated broker-dealer or bank to independent RIA
Ameritas Advisory Services to Ameritas Advisory Services, LLC
left Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
Voya Financial Advisors, Inc. to Ameritas Advisory Services
left Aug 27, 2019, registered Sep 10, 2019 (14 days) · Affiliated broker-dealer or bank to another
Ameritas Advisory Services to Voya Financial Advisors, Inc.
left May 24, 2012, registered May 31, 2012 (7 days) · Other

Signals

Robert David Ross left Ameritas Advisory Services, Llc for The Retirement Guys Formula (registered 2023-08-01)
Jun 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: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address