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

Lori Detillier Taylor

Newedge AdvisorsBD affiliatedLutcher, La dual registrantIAPD 3103668

Feed of 09/14/2026

Also filed as Lori Detillier Martin

At current firm

0 y

since Jan 27, 2026

In the industry

21 y

since Feb 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Newedge Advisors BD affiliated current
since Jan 27, 2026 · New Orleans, La
Capital Analysts BD affiliated
Jul 30, 2015 to Jan 27, 2026 · Lutcher, La
Lincoln Investment independent RIA
Aug 2, 2010 to Jan 27, 2026 · Lutcher, La
Great American Advisors, Inc. former
Apr 14, 2005 to Aug 2, 2010 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

Capital Analysts to Newedge Advisors
left Jan 27, 2026, registered Jan 27, 2026 (0 days) · Affiliated broker-dealer or bank to another · moved with a team
Lincoln Investment to Capital Analysts
left Jan 27, 2026, registered Jul 30, 2015 (-3834 days) · Other · moved with a team
Great American Advisors, Inc. to Lincoln Investment
left Aug 2, 2010, registered Aug 2, 2010 (0 days) · corporate re-registration, not a move

Signals

Lori Detillier Taylor left Capital Analysts for Newedge Advisors (registered 2026-01-27)
Jan 27, 2026 · Advisor changed firm · fact
Lori Detillier Taylor left Lincoln Investment for Capital Analysts (registered 2015-07-30)
Jan 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address