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.
S•••••• L••
- Professional profile
- linkedin.com/in/jeff-shengde-liureportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- A••••• W••••• G••••• L•• state registered currentsince Oct 3, 2023 · Dublin, Oh
- H••••••• C•••••• independent RIAJun 22, 2012 to Mar 15, 2021 · Columbus, Oh
- N••••••••• I••••••••• A•••••••• L•• BD affiliatedFeb 5, 2008 to Mar 3, 2008 · Columbus, Oh
- G••••••• A••••••• I•• independent RIAAug 3, 2006 to Jan 16, 2008 · Columbus, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 8, 2006 to Apr 21, 2006 · New York, Ny
- A•••••• I••• unclassifiedNov 28, 2003 to Mar 8, 2006 · Arlington, Oh
- H••••••• C•••••• to A••••• W••••• G••••• L••left Mar 15, 2021, registered Oct 3, 2023 (932 days) · RIA to a state-registered adviser
- N••••••••• I••••••••• A•••••••• L•• to H••••••• C••••••left Mar 3, 2008, registered Jun 22, 2012 (1572 days) · Other
- G••••••• A••••••• I•• to N••••••••• I••••••••• A•••••••• L••left Jan 16, 2008, registered Feb 5, 2008 (20 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to G••••••• A••••••• I••left Apr 21, 2006, registered Aug 3, 2006 (104 days) · Other
- A•••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 8, 2006, registered Mar 8, 2006 (0 days) · corporate re-registration, not a move
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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address