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RIA / WealthAdvisorCertified Financial Planner19 years in industry

LAUREN PAIGE MARTIN

Advisor at LNW

SEATTLE, WA | Radnor, PA

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Search this name across graphsid dfx:ria:93805de2-5c8d-53fd-5d9b-c23af1cfe744

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 20, 2006 to Sep 15, 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: LNW
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: Nov 17, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Nov 17, 2006
First registration: Nov 20, 2006
Dual registered: no
Other names: LAUREN PAIGE LONG
IAPD individual key: 5198710

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
Lnw	Independent wealth	Dec 3, 2025	n/a	yes	SEATTLE, WA\|Radnor, PA	Current employment
Lnw	Former SEC adviser	Feb 3, 2022	Dec 4, 2025	no	Philadelphia, PA\|SEATTLE, WA	Previous registration
WEALTHSPIRE ADVISORS	Independent wealth	Jan 4, 2021	Feb 1, 2022	no	Philadelphia, PA	Previous registration
WEALTHSPIRE ADVISORS	Former SEC adviser	Nov 16, 2017	Dec 31, 2020	no	POTOMAC, MD	Previous registration
THRESHOLD GROUP, LLC	Former SEC adviser	May 24, 2010	Dec 31, 2017	no	PHILADELPHIA, PA	Previous registration
CONVERGENT WEALTH ADVISORS, LLC	Former SEC adviser	May 3, 2007	Apr 5, 2010	no	ROCKVILLE, MD\|RADNOR, PA	Previous registration
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	n/a	Nov 20, 2006	May 3, 2007	no	RADNOR, PA	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
Lnw	Lnw	Dec 4, 2025	Dec 3, 2025	-1	Bulk transfer	RIA to RIA
WEALTHSPIRE ADVISORS	Lnw	Feb 1, 2022	Feb 3, 2022	2	Firm change	RIA to RIA
WEALTHSPIRE ADVISORS	WEALTHSPIRE ADVISORS	Dec 31, 2020	Jan 4, 2021	4	Bulk transfer	RIA to RIA
THRESHOLD GROUP, LLC	WEALTHSPIRE ADVISORS	Dec 31, 2017	Nov 16, 2017	-45	Firm change after gap	Other
CONVERGENT WEALTH ADVISORS, LLC	THRESHOLD GROUP, LLC	Apr 5, 2010	May 24, 2010	49	Firm change	Other
LYDIAN WEALTH MANAGEMENT COMPANY, LLC	CONVERGENT WEALTH ADVISORS, LLC	May 3, 2007	May 3, 2007	0	Firm change	Other

Relationships

Registered with (7)

→ LNWRegistered adviserregistration: current employment
Dec 3, 2025 to presentfactForm ADV
→ LNWRegistered adviserregistration: previous registration
Feb 3, 2022 to Dec 4, 2025factForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Jan 4, 2021 to Feb 1, 2022factForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Nov 16, 2017 to Dec 31, 2020factForm ADV
→ THRESHOLD GROUP, LLCRegistered adviserregistration: previous registration
May 24, 2010 to Dec 31, 2017factForm ADV
→ CONVERGENT WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 3, 2007 to Apr 5, 2010factForm ADV
→ LYDIAN WEALTH MANAGEMENT COMPANY, LLCRegistered adviserregistration: previous registration
Nov 20, 2006 to May 3, 2007factForm ADV

Dated events

Occurred
Feb 1, 2022
Advisor changed firm
Lauren Paige Martin left Wealthspire Advisors for Lnw (registered 2022-02-03)
Form ADVobserved 4 days ago