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.

Registered advisor

Laura Joan Latourette

Cwm, LLCBD affiliatedOmaha, Ne IA-onlyIAPD 2538492

Certified Financial Planner

Feed of 09/15/2026

Also filed as Laura Joan Johnson

At current firm

1 y

since Feb 13, 2025

In the industry

28 y

since Feb 10, 1998 (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

Cwm, LLC BD affiliated current
since Feb 13, 2025 · Omaha, Ne
The Wealth Consulting Group independent RIA
Sep 23, 2020 to Feb 12, 2025 · Las Vegas, Nv
Ifg Advisory, LLC independent RIA
Oct 28, 2014 to Aug 2, 2019 · Dahlonega, Ga
LPL Financial LLC BD affiliated
Oct 24, 2003 to Oct 28, 2015 · Cleveland, Ga
Transamerica Financial Advisors, LLC BD affiliated
Mar 19, 2003 to Oct 28, 2003 · Dahlonega, Ga

Moves

a registration end followed by a registration begin elsewhere

The Wealth Consulting Group to Cwm, LLC
left Feb 12, 2025, registered Feb 13, 2025 (1 days) · RIA to affiliated broker-dealer or bank
Ifg Advisory, LLC to The Wealth Consulting Group
left Aug 2, 2019, registered Sep 23, 2020 (418 days) · RIA to RIA
LPL Financial LLC to Ifg Advisory, LLC
left Oct 28, 2015, registered Oct 28, 2014 (-365 days) · Other
Transamerica Financial Advisors, LLC to LPL Financial LLC
left Oct 28, 2003, registered Oct 24, 2003 (-4 days) · Other

Signals

Laura Joan Latourette left The Wealth Consulting Group for Cwm, Llc (registered 2025-02-13)
Feb 12, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address