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.
E•••••••• A••• D••••
- Business email
- elisabeth@lcwadvisor.comreportedlcwadvisor.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- O•••• A••••••• S•••••••• L•• BD affiliated currentsince Sep 4, 2026 · Atlanta, Ga
- K•••••••• C•••••• I••••••••• A••••••• L•• i••••••••• wealth currentsince May 14, 2019 · Winter Haven, Fl
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedDec 16, 2014 to Mar 29, 2019 · Orlanda, Fl
- I••••••••• F•••••••• P••••••• BD affiliatedNov 17, 2010 to Dec 23, 2014 · Orlando, Fl
- L•• F•••••••• L•• BD affiliatedMar 6, 2010 to Feb 10, 2012 · Orlando, Fl
- D•••••• F•••••••• G•••• unclassifiedFeb 26, 2010 to Nov 23, 2010 · Orlando, Fl
- M••••• S•••••• wirehouseJun 1, 2009 to Feb 5, 2010 · Orlando, Fl
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Orlando, Fl
- M••••• S•••••• D• I••• unclassifiedSep 12, 2006 to Apr 2, 2007 · Orlando, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 7, 2002 to Aug 23, 2006 · Winter Haven, Fl
- C•••••••• I••••••••• R••••••• A•••••••• I••• to K•••••••• C•••••• I••••••••• A••••••• L••left Mar 29, 2019, registered May 14, 2019 (46 days) · Affiliated broker-dealer or bank to independent RIA
- I••••••••• F•••••••• P••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Dec 23, 2014, registered Dec 16, 2014 (-7 days) · Other
- L•• F•••••••• L•• to I••••••••• F•••••••• P•••••••left Feb 10, 2012, registered Nov 17, 2010 (-450 days) · Other
- D•••••• F•••••••• G•••• to L•• F•••••••• L••left Nov 23, 2010, registered Mar 6, 2010 (-262 days) · Other
- M••••• S•••••• to D•••••• F•••••••• G••••left Feb 5, 2010, registered Feb 26, 2010 (21 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• D• I•••left Aug 23, 2006, registered Sep 12, 2006 (20 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address