DFX Intelligence
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.
Registered advisor
Richard Wayne Lowrie
Feed of 09/14/2026
Also filed as Richard W Lowrie
At current firm
4 y
since Jun 22, 2022
In the industry
34 y
since Sep 2, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Park Edge Advisors, LLC independent RIA currentsince Jun 22, 2022 · Humacao, Pr
- Stratos Wealth Advisors LLC independent RIASep 30, 2020 to Nov 30, 2022 · Beachwood, Oh
- Mcdonald Partners LLC independent RIAJan 19, 2017 to Sep 30, 2020 · Cleveland, Oh
- Wells Fargo Advisors wirehouseMar 3, 2008 to Jan 11, 2017 · Pepper Pike, Oh
- UBS Financial Services Inc. wirehouseFeb 9, 2007 to Mar 12, 2008 · Beachwood, Oh
- Keybanc Capital Markets Inc. unclassifiedOct 18, 1999 to Feb 9, 2007 · Beachwood, Oh
Moves
a registration end followed by a registration begin elsewhere
- Stratos Wealth Advisors LLC to Park Edge Advisors, LLCleft Nov 30, 2022, registered Jun 22, 2022 (-161 days) · RIA to a newly registered adviser · moved with a team
- Mcdonald Partners LLC to Stratos Wealth Advisors LLCleft Sep 30, 2020, registered Sep 30, 2020 (0 days) · RIA to RIA
- Wells Fargo Advisors to Mcdonald Partners LLCleft Jan 11, 2017, registered Jan 19, 2017 (8 days) · Other · moved with a team
- UBS Financial Services Inc. to Wells Fargo Advisorsleft Mar 12, 2008, registered Mar 3, 2008 (-9 days) · Wirehouse to wirehouse
- Keybanc Capital Markets Inc. to UBS Financial Services Inc.left Feb 9, 2007, registered Feb 9, 2007 (0 days) · corporate re-registration, not a move
Signals
- Richard Wayne Lowrie left Stratos Wealth Advisors Llc for Park Edge Advisors, Llc (registered 2022-06-22)Nov 30, 2022 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address