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.

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Registered advisor

C••••• A•• M•••

C••• L••BD affiliatedGreen Bay, Wi IA-onlyIAPD 2806535

Certified Financial Planner

Feed of 09/14/2026

Also filed as Cheryl Ann Layden

At current firm

0 y

since Apr 27, 2026

In the industry

29 y

since Oct 2, 1996 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••• L•• BD affiliated current
since Apr 27, 2026 · Omaha, Ne
H••••• W••••• M••••••••• L•• former
Jan 3, 2017 to Apr 27, 2026 · Green Bay, Wi
H••••• W••••• M••••••••• L•• former
Jun 5, 2013 to Dec 31, 2016 · Green Bay, Wi
M•••••• P••••••••• P•••••••• L••• independent RIA
Oct 8, 2002 to Jan 11, 2008 · Green Bay, Wi
E•••••••• A•••••••• L•• national BD
Apr 17, 1997 to Jun 5, 2013 · Depere, Wi

Moves

a registration end followed by a registration begin elsewhere

H••••• W••••• M••••••••• L•• to C••• L••
left Apr 27, 2026, registered Apr 27, 2026 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
E•••••••• A•••••••• L•• to M•••••• P••••••••• P•••••••• L•••
left Jun 5, 2013, registered Oct 8, 2002 (-3893 days) · Other
M•••••• P••••••••• P•••••••• L••• to H••••• W••••• M••••••••• L••
left Jan 11, 2008, registered Jun 5, 2013 (1972 days) · Other

Signals

C••••• A•• M••• left H••••• W••••• M••••••••• L•• for C••• L•• (registered 2026-04-27)
Apr 27, 2026 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address