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.
D•••• M•••• S••••••
- Title
- Chief Operations Officer, Wealth Advisorreportedingramfinancialgroup.comfirm site, Sep 16, 2026
- Business email
- donna@ingramfinancialgroup.comreportedingramfinancialgroup.comfirm site, Sep 16, 2026
- Professional profile
- ingramfinancialgroup.com/team-member-01/donna-seymourreportedingramfinancialgroup.comfirm site, Sep 16, 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.
- I••••• A••••••• S•••••••• L•• independent RIA currentsince Sep 15, 2009 · Winter Haven, Fl
- I•••••••• C•••••• A••••••• formerAug 13, 2009 to Dec 31, 2010 · Winter Haven, Fl
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedMay 1, 2008 to Aug 6, 2009 · Tampa, Fl
- M•• F•••••••• S•••••••• I••• formerDec 7, 2005 to May 7, 2008 · Winter Haven, Fl
- M•••••• I••••••••• F••• S••••••• L•• unclassifiedOct 9, 2001 to Jan 12, 2006 · Alpharetta, Ga
- I•••••••• C•••••• A••••••• to I••••• A••••••• S•••••••• L••left Dec 31, 2010, registered Sep 15, 2009 (-472 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to I•••••••• C•••••• A•••••••left Aug 6, 2009, registered Aug 13, 2009 (7 days) · Other
- M•• F•••••••• S•••••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left May 7, 2008, registered May 1, 2008 (-6 days) · Other
- M•••••• I••••••••• F••• S••••••• L•• to M•• F•••••••• S•••••••• I•••left Jan 12, 2006, registered Dec 7, 2005 (-36 days) · corporate re-registration, not a move
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
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address