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.

Advisor moves

Departures from Secured Retirement Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Edgar Christian VillegasSecured Retirement Advisors, LLC independent RIAStiles Financial Services, Inc. independent RIARIA to RIAFeb 10, 2026Nov 12, 2025
Bradford Trusler AylinSecured Retirement Advisors, LLC independent RIAStiles Financial Services, Inc. independent RIARIA to RIAJun 4, 2025Sep 11, 2025 (99 d)
Nathan T ZellerSecured Retirement Advisors, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseDec 4, 2024Feb 19, 2025 (77 d)
Dominique Michelle VillaumeSecured Retirement Advisors, LLC independent RIAContego Capital Group, Inc. mixed wealthRIA to RIAAug 15, 2024Jan 22, 2026 (525 d)
Ryan Mcelroy DillonSecured Retirement Advisors, LLC independent RIAFoundations Investment Advisors LLC independent RIARIA to RIAJul 15, 2024Aug 9, 2024
Ryan KeapprothSecured Retirement Advisors, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 18, 2023Feb 9, 2023
Samuel Murphy AndrewsSecured Retirement Advisors, LLC independent RIABergankdv Wealth Management, LLC mixed wealthRIA to RIAFeb 10, 2022Feb 24, 2022
Amanda Jane JohnsonSecured Retirement Advisors, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2021Mar 10, 2021
Derek Michael FautschSecured Retirement Advisors, LLC independent RIACorinthian Partners Asset Management LLC no RAUMOtherAug 27, 2019Aug 22, 2019
Samuel Robert OlsonSecured Retirement Advisors, LLC independent RIABonsai Financial state registeredRIA to a state-registered adviserAug 27, 2019Sep 16, 2019
Matthew Robert EngstromSecured Retirement Advisors, LLC independent RIASagepoint Financial, Inc. otherOtherFeb 6, 2017Jul 13, 2017 (157 d)
Vincent Lombardi OldreSecured Retirement Advisors, LLC independent RIACfg Retirement independent RIARIA to RIAApr 27, 2015May 18, 2015
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12 moves match.