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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S••••• L••••••• T•••••••

B••••• W•••••• L••independent RIAMclean, VaIA-onlyIAPD 3124598

Certified Financial Planner

Feed of 09/14/2026

Also filed as Sandra Ann Lombrano

At current firm

2 y

since Aug 8, 2024

In the industry

22 y

since Feb 17, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B••••• W•••••• L•• independent RIA current
since Aug 8, 2024 · Mclean, Va
4• W••••• M••••••••• L•• independent RIA
Mar 6, 2023 to Jul 22, 2024 · Vienna, Va
B••••• W•••••• L•• independent RIA
Oct 26, 2022 to Feb 13, 2023 · Mclean, Va
W••••••••• F•••••••• S•••••••• L•• former
Mar 31, 2006 to May 30, 2008 · Norfolk, Va
U••• I••••••••• S••••••• C•••••• no RAUM
Feb 17, 2004 to Oct 13, 2005 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

4• W••••• M••••••••• L•• to B••••• W•••••• L••
left Jul 22, 2024, registered Aug 8, 2024 (17 days) · RIA to RIA
B••••• W•••••• L•• to 4• W••••• M••••••••• L••
left Feb 13, 2023, registered Mar 6, 2023 (21 days) · RIA to RIA
W••••••••• F•••••••• S•••••••• L•• to B••••• W•••••• L••
left May 30, 2008, registered Oct 26, 2022 (5262 days) · Other
U••• I••••••••• S••••••• C•••••• to W••••••••• F•••••••• S•••••••• L••
left Oct 13, 2005, registered Mar 31, 2006 (169 days) · Other

Signals

S••••• L••••••• T••••••• left 4• W••••• M••••••••• L•• for B••••• W•••••• L•• (registered 2024-08-08)
Jul 22, 2024 · Advisor changed firm · fact
S••••• L••••••• T••••••• left B••••• W•••••• L•• for 4• W••••• M••••••••• L•• (registered 2023-03-06)
Feb 13, 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: Independent wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address