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
Arrivals at 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan Matthew Fossey | Thrivent Investment Management Inc. BD affiliated | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2026 | Sep 16, 2026 |
| Henry Eilefson | W&S Brokerage Services, Inc. BD affiliated | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2026 | Mar 5, 2026 |
| Michael Paul Poissant | LPL Financial LLC BD affiliated | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 9, 2025 | Sep 9, 2026 (427 d) |
| Jacob Mccue | Thrivent Investment Management Inc. BD affiliated | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2024 | Oct 28, 2024 |
| Edgar Christian Villegas | LPL Financial LLC BD affiliated | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2024 | Oct 16, 2024 (217 d) |
| Dominique Michelle Villaume | Ameriprise Financial Services, LLC national BD | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2023 | Jan 5, 2023 |
| Ryan Keapproth | Fidelity Personal And Workplace Advisors BD affiliated | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 6, 2022 | Jun 16, 2022 |
| Amanda Jane Johnson | Advisornet Wealth Partners independent RIA | Secured Retirement Advisors, LLC independent RIA | RIA to RIA | Feb 13, 2020 | Mar 10, 2020 |
| Samuel Murphy Andrews | Transamerica Retirement Advisors, LLC BD affiliated | Secured Retirement Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2019 | Jan 8, 2020 (85 d) |
| Samuel Robert Olson | Strategy Financial Group independent RIA | Secured Retirement Advisors, LLC independent RIA | RIA to RIA | Feb 1, 2018 | Dec 17, 2017 |
| Matthew Robert Engstrom | Principal Securities, Inc. other | Secured Retirement Advisors, LLC independent RIA | Other | Jan 10, 2017 | Jan 5, 2017 |
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11 moves match.