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
Wendy Jane Laranjo
Feed of 09/14/2026
At current firm
13 y
since Oct 19, 2012
In the industry
29 y
since Nov 6, 1996 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Santander Securities BD affiliated currentsince Oct 19, 2012 · Boston, Ma
- LPL Financial LLC BD affiliatedMay 27, 2008 to Sep 19, 2012 · Smithfield, Ri
- Ifmg Securities, Inc. unclassifiedSep 30, 2003 to May 27, 2008 · Providence, Ri
- Strategic Advisers LLC national BDSep 19, 2001 to Oct 7, 2003 · Boston, Ma
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Santander Securitiesleft Sep 19, 2012, registered Oct 19, 2012 (30 days) · corporate re-registration, not a move
- Ifmg Securities, Inc. to LPL Financial LLCleft May 27, 2008, registered May 27, 2008 (0 days) · corporate re-registration, not a move
- Strategic Advisers LLC to Ifmg Securities, Inc.left Oct 7, 2003, registered Sep 30, 2003 (-7 days) · Other
Signals
No dated event on this person.
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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address