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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
S•••• J••• B••••
- Professional profile
- linkedin.com/in/sally-boyle-cfp-cdfa-3765531areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S• B•••• W••••• P•••••••• L•• state registered currentsince Jan 1, 2019 · Hanover, Nh
- F••••• C•••••• A•••••••• L•• independent RIAMar 13, 2024 to Dec 4, 2024 · Prairie Village, Ks
- S• B•••• W••••• P•••••••• L•• state registeredFeb 19, 2015 to Dec 31, 2018 · Hanover, Nh
- A••••••••• F•••••••• S•••••••• L•• national BDJan 6, 2014 to Dec 5, 2014 · Hanover, Nh
- S• J• B•••• W••••• P••••••• L•• unclassifiedOct 24, 2011 to Dec 31, 2013 · Lebanon, Nh
- P•• A••••••• S•••••••• L•• independent RIAFeb 3, 2011 to Jan 21, 2014 · Hanover, Nh
- M••••• S•••••• wirehouseJun 1, 2009 to Jan 12, 2011 · Lebanon, Nh
- C•••••••• G••••• M•••••• I••• BD affiliatedJan 14, 2008 to Jun 1, 2009 · Lebanon, Nh
- F••••• C•••••• A•••••••• L•• to no registered destinationleft Dec 4, 2024 · Departure, no registered destination
- A••••••••• F•••••••• S•••••••• L•• to S• B•••• W••••• P•••••••• L••left Dec 5, 2014, registered Feb 19, 2015 (76 days) · Affiliated broker-dealer or bank to a state-registered adviser
- P•• A••••••• S•••••••• L•• to S• J• B•••• W••••• P••••••• L••left Jan 21, 2014, registered Oct 24, 2011 (-820 days) · Other
- S• J• B•••• W••••• P••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Dec 31, 2013, registered Jan 6, 2014 (6 days) · Other
- M••••• S•••••• to P•• A••••••• S•••••••• L••left Jan 12, 2011, registered Feb 3, 2011 (22 days) · Other
- C•••••••• G••••• M•••••• I••• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- S•••• J••• B•••• no longer registered at F••••• C•••••• A•••••••• L••; no later IA registration on IAPDDec 4, 2024 · Advisor departure · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 44derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address