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.
Feed of 09/14/2026
Also filed as Laura Ann Devore
At current firm
1 y
since Jan 7, 2025
In the industry
23 y
since Feb 28, 2003 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, 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
- Onedigital institutional currentsince Jan 7, 2025 · Auburn Hills, Mi
- Onedigital institutionalAug 7, 2015 to Dec 31, 2024 · Auburn Hills, Mi
- Telemus Capital, LLC formerMay 8, 2015 to Jun 19, 2015 · Southfield, Mi
- Plante Moran Financial Advisors independent RIAFeb 18, 2011 to Apr 1, 2015 · Southfield, Mi
- Citigroup Global Markets Inc. BD affiliatedJan 28, 2004 to Feb 9, 2006 · Chicago, Il
- Equitable Advisors, LLC national BDJul 28, 2003 to Oct 23, 2003 · Northbrook, Il
- Citigroup Global Markets Inc. BD affiliatedMar 5, 2003 to Jul 18, 2003 · Cincinnati, Oh
Moves
a registration end followed by a registration begin elsewhere
- Telemus Capital, LLC to Onedigitalleft Jun 19, 2015, registered Aug 7, 2015 (49 days) · Other
- Plante Moran Financial Advisors to Telemus Capital, LLCleft Apr 1, 2015, registered May 8, 2015 (37 days) · Other
- Citigroup Global Markets Inc. to Plante Moran Financial Advisorsleft Feb 9, 2006, registered Feb 18, 2011 (1835 days) · Other
- Equitable Advisors, LLC to Citigroup Global Markets Inc.left Oct 23, 2003, registered Jan 28, 2004 (97 days) · Other
- Citigroup Global Markets Inc. to Equitable Advisors, LLCleft Jul 18, 2003, registered Jul 28, 2003 (10 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
- Institutional managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address