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
Wendie Caprice Hohman
Feed of 09/14/2026
Also filed as Wendie Logsdon
At current firm
6 y
since Oct 11, 2019
In the industry
29 y
since Jan 6, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- Integrated Advisors Network LLC independent RIA currentsince Oct 11, 2019 · Dallas, Tx
- UBS Financial Services Inc. wirehouseMay 6, 2019 to Oct 22, 2019 · Bend, Or
- D.A. Davidson & Co. independent RIAMar 30, 2010 to Jun 11, 2010 · Bend, Or
Moves
a registration end followed by a registration begin elsewhere
- UBS Financial Services Inc. to Integrated Advisors Network LLCleft Oct 22, 2019, registered Oct 11, 2019 (-11 days) · Wirehouse to independent RIA · moved with a team
- D.A. Davidson & Co. to UBS Financial Services Inc.left Jun 11, 2010, registered May 6, 2019 (3251 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address