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
Lauren Gadkowski Lindsay
Certified Financial Planner
Feed of 09/14/2026
Also filed as Lauren Barnes Gadkowski
At current firm
0 y
since Jun 16, 2026
In the industry
26 y
since Sep 21, 1999 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Savvy independent RIA currentsince Jun 16, 2026 · Houston, Tx
- Sanctuary Advisors, LLC BD affiliatedApr 21, 2025 to Aug 5, 2026 · Houston, Tx
- Beacon Financial Planning, Inc independent RIADec 18, 2020 to Jul 10, 2025 · Houston, Tx
- Westwood Wealth Management mixed wealthFeb 4, 2020 to Dec 18, 2020 · Houston, Tx
- Personal Financial Advisors, LLC formerDec 12, 2012 to Oct 2, 2019 · Houston, Tx
- Compass Planning Associates, Inc. independent RIAJan 14, 2005 to Feb 24, 2006 · Wellesley, Ma
- Beacon Financial Planning, Inc. formerSep 29, 2004 to Jun 14, 2005 · Centerville, Ma
- Pfe Advisors, LLC unclassifiedApr 5, 2003 to Jan 3, 2006 · Southborough, Ma
Moves
a registration end followed by a registration begin elsewhere
- Sanctuary Advisors, LLC to Savvyleft Aug 5, 2026, registered Jun 16, 2026 (-50 days) · Affiliated broker-dealer or bank to independent RIA
- Beacon Financial Planning, Inc to Sanctuary Advisors, LLCleft Jul 10, 2025, registered Apr 21, 2025 (-80 days) · RIA to affiliated broker-dealer or bank
- Westwood Wealth Management to Beacon Financial Planning, Incleft Dec 18, 2020, registered Dec 18, 2020 (0 days) · RIA to RIA
- Personal Financial Advisors, LLC to Westwood Wealth Managementleft Oct 2, 2019, registered Feb 4, 2020 (125 days) · RIA to RIA
- Compass Planning Associates, Inc. to Personal Financial Advisors, LLCleft Feb 24, 2006, registered Dec 12, 2012 (2483 days) · Other
- Pfe Advisors, LLC to Beacon Financial Planning, Inc.left Jan 3, 2006, registered Sep 29, 2004 (-461 days) · Other
- Beacon Financial Planning, Inc. to Compass Planning Associates, Inc.left Jun 14, 2005, registered Jan 14, 2005 (-151 days) · RIA to RIA
Signals
- Lauren Gadkowski Lindsay left Sanctuary Advisors, Llc for Savvy (registered 2026-06-16)Aug 5, 2026 · Advisor changed firm · fact
- Lauren Gadkowski Lindsay left Beacon Financial Planning, Inc for Sanctuary Advisors, Llc (registered 2025-04-21)Jul 10, 2025 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address