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 Lea Fuerstenberg
Feed of 09/14/2026
Also filed as Lori Lea Hoskins
At current firm
7 y
since Nov 13, 2018
In the industry
26 y
since Nov 15, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Ipi Wealth Management, Inc. BD affiliated currentsince Nov 13, 2018 · Decatur, Il
- Freedom Investors Corp. formerFeb 19, 2013 to Nov 5, 2018 · Brookfield, Wi
- Kcd Financial, Inc. independent RIAMar 29, 2011 to Nov 6, 2018 · Tequesta, Fl
- Raymond James Financial Services Advisors, Inc BD affiliatedMar 6, 2009 to Jun 25, 2010 · Green Bay, Wi
- RBC Capital Markets, LLC national BDMar 22, 2005 to Mar 20, 2008 · Edina, Mn
Moves
a registration end followed by a registration begin elsewhere
- Kcd Financial, Inc. to Freedom Investors Corp.left Nov 6, 2018, registered Feb 19, 2013 (-2086 days) · Other
- Freedom Investors Corp. to Ipi Wealth Management, Inc.left Nov 5, 2018, registered Nov 13, 2018 (8 days) · Other
- Raymond James Financial Services Advisors, Inc to Kcd Financial, Inc.left Jun 25, 2010, registered Mar 29, 2011 (277 days) · Other
- RBC Capital Markets, LLC to Raymond James Financial Services Advisors, Incleft Mar 20, 2008, registered Mar 6, 2009 (351 days) · Other
Signals
No dated event on this person.
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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address