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•••• H•••••

J•••••• • C••• L••state registeredHavertown, Pa IA-onlyIAPD 4192481

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

Also filed as Shayna Lear

At current firm

0 y

since Apr 8, 2026

In the industry

26 y

since Aug 10, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J•••••• • C••• L•• state registered current
since Apr 8, 2026 · New Orleans, La
I•••••• T•••• S••••••••• unclassified
Jan 7, 2016 to Jul 30, 2026 · Havertown, Pa
S•••• C•••••• M••••••••• former
Jun 8, 2010 to Dec 10, 2015
A••••• A•• P••••••• S••••••• BD affiliated
May 7, 2007 to Feb 8, 2010 · Philadelphia, Pa
A••••••••• F•••••••• S•••••••• L•• national BD
Jul 14, 2003 to Feb 1, 2007 · Conchohocken, Pa

Moves

a registration end followed by a registration begin elsewhere

I•••••• T•••• S••••••••• to J•••••• • C••• L••
left Jul 30, 2026, registered Apr 8, 2026 (-113 days) · Other · moved with a team
S•••• C•••••• M••••••••• to I•••••• T•••• S•••••••••
left Dec 10, 2015, registered Jan 7, 2016 (28 days) · Other
A••••• A•• P••••••• S••••••• to S•••• C•••••• M•••••••••
left Feb 8, 2010, registered Jun 8, 2010 (120 days) · Other
A••••••••• F•••••••• S•••••••• L•• to A••••• A•• P••••••• S•••••••
left Feb 1, 2007, registered May 7, 2007 (95 days) · Other

Signals

S••••• L•••• H••••• left I•••••• T•••• S••••••••• for J•••••• • C••• L•• (registered 2026-04-08)
Jul 30, 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: STATE REGISTEREDderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address