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
Anita Louise Lester
Feed of 09/15/2026
Also filed as Anita Lester Wolfe
At current firm
4 y
since Oct 27, 2021
In the industry
27 y
since Feb 1, 1999 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
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
- Brookstone Wealth Advisors, LLC no RAUM currentsince Oct 27, 2021 · Wheaton, Il
- Wealth Watch Advisors, Inc independent RIAOct 12, 2018 to Oct 27, 2021 · Chicago, Il
- Bfc Planning, Inc. BD affiliatedJul 26, 2013 to Oct 11, 2018 · Chicago, Il
- J. W. Cole Advisors, Inc. BD affiliatedApr 28, 2008 to Sep 29, 2011 · Tampa, Fl
- Principal Securities, Inc. BD affiliatedOct 16, 2007 to Apr 25, 2008 · Vernon Hills, Il
Moves
a registration end followed by a registration begin elsewhere
- Wealth Watch Advisors, Inc to Brookstone Wealth Advisors, LLCleft Oct 27, 2021, registered Oct 27, 2021 (0 days) · RIA to RIA
- Bfc Planning, Inc. to Wealth Watch Advisors, Incleft Oct 11, 2018, registered Oct 12, 2018 (1 days) · Affiliated broker-dealer or bank to independent RIA
- J. W. Cole Advisors, Inc. to Bfc Planning, Inc.left Sep 29, 2011, registered Jul 26, 2013 (666 days) · Other
- Principal Securities, Inc. to J. W. Cole Advisors, Inc.left Apr 25, 2008, registered Apr 28, 2008 (3 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
- No RAUM reportedderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address