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

Judith Lynn Rowland

Moody, Lynn, Lieberson & Walker, LLCindependent RIABoston, MaIA-onlyIAPD 4522925

Feed of 09/14/2026

Also filed as Judith Lynn Schreiber

At current firm

10 y

since May 25, 2016

In the industry

24 y

since Apr 23, 2002 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of Wealth Planning Strategyreportedmoodylynn.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

Moody, Lynn, Lieberson & Walker, LLC independent RIA current
since May 25, 2016 · Boston, Ma
Moody, Lynn & Lieberson, LLC former
Nov 3, 2014 to Apr 29, 2016 · Boston, Ma
Lake Street Advisors, LLC former
Feb 15, 2012 to Sep 3, 2013 · Portsmouth, Nh
Calibre Advisory Services Inc. unclassified
Dec 17, 2004 to May 3, 2010 · Waltham, Ma
Tanager Financial Services Inc unclassified
Sep 27, 2003 to Dec 16, 2004 · Waltham, Ma

Moves

a registration end followed by a registration begin elsewhere

Moody, Lynn & Lieberson, LLC to Moody, Lynn, Lieberson & Walker, LLC
left Apr 29, 2016, registered May 25, 2016 (26 days) · channel change inside one enterprise, not a move · moved with a team
Lake Street Advisors, LLC to Moody, Lynn & Lieberson, LLC
left Sep 3, 2013, registered Nov 3, 2014 (426 days) · Other
Calibre Advisory Services Inc. to Lake Street Advisors, LLC
left May 3, 2010, registered Feb 15, 2012 (653 days) · Other
Tanager Financial Services Inc to Calibre Advisory Services Inc.
left Dec 16, 2004, registered Dec 17, 2004 (1 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: Independent wealth managerderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address