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••••• L••• B•••••

I••••••••• P•••••••independent RIABradenton, Fl IA-onlyIAPD 2199118

Feed of 09/15/2026

Also filed as Sandra L Motusesky

At current firm

1 y

since May 6, 2025

In the industry

33 y

since Dec 29, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

I••••••••• P••••••• independent RIA current
since May 6, 2025 · Clearwater, Fl
A••••••••• F•••••••• S•••••••• L•• national BD
Aug 2, 2022 to Sep 4, 2024 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 1, 2015 to Aug 24, 2021 · Pennington, Nj
T• A••••••••• I••••••••• M••••••••• L•• former
Oct 11, 2007 to May 5, 2010 · Jersey City, Nj
T• A••••••••• I••• former
Oct 11, 2007 to May 5, 2010 · Jersey City, Nj

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to I••••••••• P•••••••
left Sep 4, 2024, registered May 6, 2025 (244 days) · Affiliated broker-dealer or bank to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A••••••••• F•••••••• S•••••••• L••
left Aug 24, 2021, registered Aug 2, 2022 (343 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left May 5, 2010, registered Oct 11, 2007 (-937 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left May 5, 2010, registered Oct 11, 2007 (-937 days) · Other

Signals

S••••• L••• B••••• left A••••••••• F•••••••• S•••••••• L•• for I••••••••• P••••••• (registered 2025-05-06)
Sep 4, 2024 · 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: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address