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.
L••••• K•• S•••••
- Designations
- CFP, CTFAreportedstrategicincomegroup.comas printed on the bio page, Sep 16, 2026
- Professional profile
- strategicincomegroup.com/team/laurie-simonsreportedstrategicincomegroup.comfirm site, Sep 15, 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.
- S•••••••• I••••• G•••• L•• independent RIA currentsince Nov 8, 2019 · Chandler, Az
- F••••••••• I••••••••• A••••••• L•• independent RIAJun 19, 2015 to Dec 3, 2018 · Phoenix, Az
- S•• I••••••••• I••• formerOct 3, 2013 to Apr 13, 2015 · Scottsdale, Az
- U••• F•••••••• P••••••• S••••••• formerApr 26, 2011 to Feb 20, 2013 · Phoenix, Az
- R••••• W• B•••• • C•• I••••••••• mixed wealthJan 5, 2000 to Jun 8, 2006 · Scottsdale, Az
- F••••••••• I••••••••• A••••••• L•• to S•••••••• I••••• G•••• L••left Dec 3, 2018, registered Nov 8, 2019 (340 days) · RIA to RIA
- S•• I••••••••• I••• to F••••••••• I••••••••• A••••••• L••left Apr 13, 2015, registered Jun 19, 2015 (67 days) · Other
- U••• F•••••••• P••••••• S••••••• to S•• I••••••••• I•••left Feb 20, 2013, registered Oct 3, 2013 (225 days) · Other
- R••••• W• B•••• • C•• I••••••••• to U••• F•••••••• P••••••• S•••••••left Jun 8, 2006, registered Apr 26, 2011 (1783 days) · Other
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address