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

Richard Alan Edgett

Strategic Financial Concepts, LLCindependent RIASan Antonio, Txdual registrantIAPD 7668083

Feed of 09/14/2026

Also filed as Richard A Edgett

At current firm

0 y

since May 1, 2026

In the industry

11 y

since Aug 1, 2015 (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

Strategic Financial Concepts, LLC independent RIA current
since May 1, 2026 · San Antonio, Tx
Victory Capital Management Inc. asset manager
Jan 8, 2025 to Feb 11, 2026 · San Antonio, Tx
Edward Jones national BD
Nov 30, 2023 to Dec 16, 2024 · St. Louis, Mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Mar 3, 2023 to Nov 16, 2023 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

Victory Capital Management Inc. to Strategic Financial Concepts, LLC
left Feb 11, 2026, registered May 1, 2026 (79 days) · Other
Edward Jones to Victory Capital Management Inc.
left Dec 16, 2024, registered Jan 8, 2025 (23 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Edward Jones
left Nov 16, 2023, registered Nov 30, 2023 (14 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Richard Alan Edgett left Victory Capital Management Inc. for Strategic Financial Concepts, Llc (registered 2026-05-01)
Feb 11, 2026 · Advisor changed firm · fact
Richard Alan Edgett left Edward Jones for Victory Capital Management Inc. (registered 2025-01-08)
Dec 16, 2024 · Advisor changed firm · fact
Richard Alan Edgett left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Edward Jones (registered 2023-11-30)
Nov 16, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address