← Tributary

RESOURCE 1, INC.

NORFOLK, VA · CRD 115816 · IAPD ↗ · r1advisor.com · 757-616-0600

$132.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2026 — RESOURCE 1, INC. (NORFOLK, VA) left the SEC roster (was $132.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
June 2025 — RESOURCE 1, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.