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RIA / WealthAdvisor24 years in industry

JUDITH LYNN ROWLAND

Advisor at MOODY, LYNN, LIEBERSON & WALKER, LLC

BOSTON, MA

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Search this name across graphsid dfx:ria:57a35d5c-87bd-3da2-970b-cec7d2750fbb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 27, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOODY, LYNN, LIEBERSON & WALKER, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 23, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 23, 2002
First registration: Sep 27, 2003
Dual registered: no
Other names: JUDITH LYNN SCHREIBER|JUDITH L ROWLAND|JUDITH L ROWLAND
IAPD individual key: 4522925

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOODY, LYNN, LIEBERSON & WALKER, LLC	Independent wealth	May 25, 2016	n/a	yes	BOSTON, MA	Current employment
MOODY, LYNN & LIEBERSON, LLC	Former SEC adviser	Nov 3, 2014	Apr 29, 2016	no	BOSTON, MA	Previous registration
LAKE STREET ADVISORS, LLC	Former SEC adviser	Feb 15, 2012	Sep 3, 2013	no	PORTSMOUTH, NH\|BOSTON, MA	Previous registration
CALIBRE ADVISORY SERVICES INC.	n/a	Dec 17, 2004	May 3, 2010	no	WALTHAM, MA	Previous registration
TANAGER FINANCIAL SERVICES INC	n/a	Sep 27, 2003	Dec 16, 2004	no	WALTHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOODY, LYNN & LIEBERSON, LLC	MOODY, LYNN, LIEBERSON & WALKER, LLC	Apr 29, 2016	May 25, 2016	26	Channel change	Other
LAKE STREET ADVISORS, LLC	MOODY, LYNN & LIEBERSON, LLC	Sep 3, 2013	Nov 3, 2014	426	Firm change after gap	Other
CALIBRE ADVISORY SERVICES INC.	LAKE STREET ADVISORS, LLC	May 3, 2010	Feb 15, 2012	653	Firm change after gap	Other
TANAGER FINANCIAL SERVICES INC	CALIBRE ADVISORY SERVICES INC.	Dec 16, 2004	Dec 17, 2004	1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106000:283549:MA:2016-04-29	Apr 29, 2016	May 25, 2016	BOSTON, MA	Firm change

Relationships

Registered with (5)

→ MOODY, LYNN, LIEBERSON & WALKER, LLCRegistered adviserregistration: current employment
May 25, 2016 to presentfactForm ADV
→ MOODY, LYNN & LIEBERSON, LLCRegistered adviserregistration: previous registration
Nov 3, 2014 to Apr 29, 2016factForm ADV
→ LAKE STREET ADVISORS, LLCRegistered adviserregistration: previous registration
Feb 15, 2012 to Sep 3, 2013factForm ADV
→ CALIBRE ADVISORY SERVICES INC.Registered adviserregistration: previous registration
Dec 17, 2004 to May 3, 2010factForm ADV
→ TANAGER FINANCIAL SERVICES INCRegistered adviserregistration: previous registration
Sep 27, 2003 to Dec 16, 2004factForm ADV

Dated events

No dated event names this entity yet.