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
Evangeline Alderton Lodwick
Feed of 09/14/2026
Also filed as Evangeline Lodwick
At current firm
3 y
since Jul 21, 2023
In the industry
36 y
since Oct 5, 1989 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Empower Advisory Group, LLC BD affiliated currentsince Jul 21, 2023 · Troutman, Nc
- Verity Asset Management independent RIAAug 9, 2021 to Jan 3, 2022 · Durham, Nc
- Valic Financial Advisors, Inc. BD affiliatedJan 7, 2019 to Jun 18, 2021 · Greensboro, Nc
Moves
a registration end followed by a registration begin elsewhere
- Verity Asset Management to Empower Advisory Group, LLCleft Jan 3, 2022, registered Jul 21, 2023 (564 days) · RIA to affiliated broker-dealer or bank
- Valic Financial Advisors, Inc. to Verity Asset Managementleft Jun 18, 2021, registered Aug 9, 2021 (52 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Evangeline Alderton Lodwick left Verity Asset Management for Empower Advisory Group, Llc (registered 2023-07-21)Jan 3, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address