RIA Intelligence

Professional profile

linkedin.com/in/wendy-weiss-04a1127reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Professional profile

linkedin.com/in/wendy-weiss-1961491bbreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

• W•••• F•••••••• A•••••••• L•• state registered current
  since Nov 6, 2014 · Cambridge, Ma
• H•• F•••• F•••••••• A••••••• L••• unclassified
  Feb 26, 2013 to Nov 13, 2013 · Cambridge, Ma
• R••• H••• F•••••••• A••••••• L•• unclassified
  Apr 6, 2009 to Sep 21, 2009 · Sharon, Ma
• B••• O• A•••••• I••••••••• S•••••••• I••• unclassified
  Jul 3, 2006 to Mar 17, 2008 · Boston, Ma

• H•• F•••• F•••••••• A••••••• L••• to W•••• F•••••••• A•••••••• L••
  left Nov 13, 2013, registered Nov 6, 2014 (358 days) · Other
• R••• H••• F•••••••• A••••••• L•• to H•• F•••• F•••••••• A••••••• L•••
  left Sep 21, 2009, registered Feb 26, 2013 (1254 days) · Other
• B••• O• A•••••• I••••••••• S•••••••• I••• to R••• H••• F•••••••• A••••••• L••
  left Mar 17, 2008, registered Apr 6, 2009 (385 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

STATE REGISTEREDderived

Years in industry

24derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address