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 Sue Barry
Certified Financial Planner
Feed of 09/14/2026
Also filed as Laura Sanye
At current firm
5 y
since Jan 3, 2021
In the industry
24 y
since Feb 8, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthspire Advisors independent RIA currentsince Jan 3, 2021 · Milwaukee, Wi
- Wealthspire Advisors formerJun 13, 2013 to Dec 31, 2020 · Milwaukee, Wi
- Baker Tilly Investment Advisors formerAug 12, 2004 to Jul 8, 2013 · Madison, Wi
- Barry Capital Management, Inc. unclassifiedJun 29, 2004 to Aug 5, 2004 · Wauwatosa, Wi
- Legacy Capital Partners, Inc. formerFeb 8, 2002 to May 26, 2004 · Milwaukee, Wi
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Wealthspire Advisorsleft Dec 31, 2020, registered Jan 3, 2021 (3 days) · corporate re-registration, not a move
- Baker Tilly Investment Advisors to Wealthspire Advisorsleft Jul 8, 2013, registered Jun 13, 2013 (-25 days) · Other
- Barry Capital Management, Inc. to Baker Tilly Investment Advisorsleft Aug 5, 2004, registered Aug 12, 2004 (7 days) · Other
- Legacy Capital Partners, Inc. to Barry Capital Management, Inc.left May 26, 2004, registered Jun 29, 2004 (34 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
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address