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.
D••••• S•••••• O••
- Title
- Wealth Managerreportedplancorp.comfirm site, Sep 15, 2026
- Designations
- CFPreportedplancorp.comas printed on the bio page, Sep 16, 2026
- Professional profile
- plancorp.com/team/deanna-orfreportedplancorp.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.
- P•••••••• L•• independent RIA currentsince Nov 2, 2023 · Saint Louis, Mo
- I••••• P••••••••• W•••••• L•• independent RIAOct 3, 2023 to Oct 16, 2023 · Marietta, Ga
- A•• F•••••••• G••••• L•• unclassifiedSep 29, 2021 to Dec 31, 2022 · Chesterfield, Mo
- B••••••••• W••••• A•••••••• L•• no RAUMOct 2, 2018 to Sep 7, 2023 · Chesterfield, Mo
- K•••••• independent RIANov 30, 2017 to Oct 4, 2018 · St. Peters, Mo
- V•••• C••••••• I••• independent RIAFeb 9, 2017 to Oct 24, 2017 · St. Charles, Mo
- E••••• J•••• national BDSep 10, 2007 to Jan 3, 2011 · O Fallon, Mo
- I••••• P••••••••• W•••••• L•• to P•••••••• L••left Oct 16, 2023, registered Nov 2, 2023 (17 days) · RIA to RIA
- B••••••••• W••••• A•••••••• L•• to A•• F•••••••• G••••• L••left Sep 7, 2023, registered Sep 29, 2021 (-708 days) · Other
- A•• F•••••••• G••••• L•• to I••••• P••••••••• W•••••• L••left Dec 31, 2022, registered Oct 3, 2023 (276 days) · Other · moved with a team
- K•••••• to B••••••••• W••••• A•••••••• L••left Oct 4, 2018, registered Oct 2, 2018 (-2 days) · RIA to RIA
- V•••• C••••••• I••• to K••••••left Oct 24, 2017, registered Nov 30, 2017 (37 days) · Other
- E••••• J•••• to V•••• C••••••• I•••left Jan 3, 2011, registered Feb 9, 2017 (2229 days) · Other
- D••••• S•••••• O•• left I••••• P••••••••• W•••••• L•• for P•••••••• L•• (registered 2023-11-02)Oct 16, 2023 · Advisor changed firm · fact
- D••••• S•••••• O•• left B••••••••• W••••• A•••••••• L•• for A•• F•••••••• G••••• L•• (registered 2021-09-29)Sep 7, 2023 · Advisor changed firm · fact
- D••••• S•••••• O•• left A•• F•••••••• G••••• L•• for I••••• P••••••••• W•••••• L•• (registered 2023-10-03)Dec 31, 2022 · Advisor changed firm · fact
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address