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••••• F•••• M•••••••••

B•• W•••••• L••independent RIAAtlanta, GaIA-onlyIAPD 2326912

Feed of 09/14/2026

At current firm

3 y

since Feb 6, 2023

In the industry

33 y

since Apr 22, 1993 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of Investment Operationsreportedbipwealth.comfirm site, Sep 15, 2026
Professional profile: bipwealth.com/team/steven-manfredoniareportedbipwealth.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.

Registration history

IAPD current and previous registrations

B•• W•••••• L•• independent RIA current
since Feb 6, 2023 · Atlanta, Ga
W•••• F•••• A••••••• wirehouse
Dec 22, 2022 to Jan 25, 2023 · Atlanta, Ga
A••••••• F••••••••• L••• BD affiliated
Apr 5, 2022 to Nov 9, 2022 · Atlanta, Ga
T• A••••••••• I••••••••• M••••••••• L•• former
Jan 15, 2013 to Dec 31, 2020 · Alpharetta, Ga
T• A••••••••• I••• former
Jan 15, 2013 to Jan 11, 2021 · Alpharetta, Ga
S•••••••• A••••••• L•• national BD
Nov 2, 2010 to Dec 21, 2012 · Atlanta, Ga
C•••••• S••••• • C••• I••• national BD
Mar 31, 2003 to Feb 10, 2010 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to B•• W•••••• L••
left Jan 25, 2023, registered Feb 6, 2023 (12 days) · Wirehouse to independent RIA
A••••••• F••••••••• L••• to W•••• F•••• A•••••••
left Nov 9, 2022, registered Dec 22, 2022 (43 days) · Affiliated broker-dealer or bank to wirehouse
T• A••••••••• I••• to A••••••• F••••••••• L•••
left Jan 11, 2021, registered Apr 5, 2022 (449 days) · Other
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Dec 31, 2020, registered Jan 15, 2013 (-2907 days) · corporate re-registration, not a move
S•••••••• A••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••
left Dec 21, 2012, registered Jan 15, 2013 (25 days) · Other
C•••••• S••••• • C••• I••• to S•••••••• A••••••• L••
left Feb 10, 2010, registered Nov 2, 2010 (265 days) · Affiliated broker-dealer or bank to another

Signals

S••••• F•••• M••••••••• left W•••• F•••• A••••••• for B•• W•••••• L•• (registered 2023-02-06)
Jan 25, 2023 · Advisor changed firm · fact
S••••• F•••• M••••••••• left A••••••• F••••••••• L••• for W•••• F•••• A••••••• (registered 2022-12-22)
Nov 9, 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: Independent wealth managerderived
Years in industry: 33derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address