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

L••• D•••••

M••••• S••••••wirehouseWest Conshohocken, Padual registrantIAPD 2985154

Feed of 09/14/2026

Also filed as Lisa Lescanec

At current firm

0 y

since Jul 2, 2026

In the industry

13 y

since Dec 13, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Jul 2, 2026 · West Conshohocken, Pa
N••••••• A••••••• independent RIA
Oct 27, 2023 to Jun 15, 2026 · Radnor, Pa
W•••• F•••• A••••••• wirehouse
Jun 1, 2016 to Sep 27, 2023 · Radnor, Pa
C••••• S••••• S••••••••• •••• L•• former
Dec 14, 2012 to May 11, 2016 · West Conshohocken, Pa

Moves

a registration end followed by a registration begin elsewhere

N••••••• A••••••• to M••••• S••••••
left Jun 15, 2026, registered Jul 2, 2026 (17 days) · RIA to wirehouse
W•••• F•••• A••••••• to N••••••• A•••••••
left Sep 27, 2023, registered Oct 27, 2023 (30 days) · Wirehouse to independent RIA
C••••• S••••• S••••••••• •••• L•• to W•••• F•••• A•••••••
left May 11, 2016, registered Jun 1, 2016 (21 days) · Other · moved with a team

Signals

L••• D••••• left N••••••• A••••••• for M••••• S•••••• (registered 2026-07-02)
Jun 15, 2026 · Advisor changed firm · fact
L••• D••••• left W•••• F•••• A••••••• for N••••••• A••••••• (registered 2023-10-27)
Sep 27, 2023 · 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: Wirehousederived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address