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.

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.

Registered advisor

S•••••••• E• G••••

O•••• I••••••••• I•••BD affiliatedThornton, Co dual registrantIAPD 2091861

Certified Financial Planner

Feed of 09/14/2026

Also filed as S•••••••• Elizabeth Linebaugh

At current firm

2 y

since Nov 30, 2023

In the industry

25 y

since Nov 6, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O•••• I••••••••• I••• BD affiliated current
since Nov 30, 2023 · Westminster, Co
C••• F•••••••• S•••••••• L••• former
Jan 12, 2009 to Nov 30, 2023 · Thornton, Co
C••••••••• I••••••••• S•••••••• I••• unclassified
Aug 30, 2007 to Aug 26, 2008 · Denver, Co
A••••••••• A•••••• S•••••••• I••• unclassified
Jun 24, 2005 to Mar 28, 2006 · Denver, Co
I••• S••••••••• I••• unclassified
May 30, 2002 to Jul 1, 2005 · Denver, Co

Moves

a registration end followed by a registration begin elsewhere

C••• F•••••••• S•••••••• L••• to O•••• I••••••••• I•••
left Nov 30, 2023, registered Nov 30, 2023 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
C••••••••• I••••••••• S•••••••• I••• to C••• F•••••••• S•••••••• L•••
left Aug 26, 2008, registered Jan 12, 2009 (139 days) · Other
A••••••••• A•••••• S•••••••• I••• to C••••••••• I••••••••• S•••••••• I•••
left Mar 28, 2006, registered Aug 30, 2007 (520 days) · Other
I••• S••••••••• I••• to A••••••••• A•••••• S•••••••• I•••
left Jul 1, 2005, registered Jun 24, 2005 (-7 days) · Other

Signals

S•••••••• E• G•••• left C••• F•••••••• S•••••••• L••• for O•••• I••••••••• I••• (registered 2023-11-30)
Nov 30, 2023 · a•••••• firm change · 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: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address