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 09/15/2026
Also filed as Sharon Helene Mcevoy
At current firm
6 y
since Nov 7, 2019
In the industry
25 y
since Mar 8, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Pathstone independent RIA currentsince Nov 7, 2019 · Chicago, Il
- Dynasty Wealth Management, LLC asset managerJun 12, 2018 to Nov 12, 2018 · St. Petersburg, Fl
- Fortigent, LLC formerJun 12, 2006 to Jun 7, 2016 · Rockville, Md
- Lydian Wealth Management Company, LLC unclassifiedMay 4, 2001 to Jun 12, 2006 · Rockville, Md
Moves
a registration end followed by a registration begin elsewhere
- Dynasty Wealth Management, LLC to Pathstoneleft Nov 12, 2018, registered Nov 7, 2019 (360 days) · RIA to RIA
- Fortigent, LLC to Dynasty Wealth Management, LLCleft Jun 7, 2016, registered Jun 12, 2018 (735 days) · Other
- Lydian Wealth Management Company, LLC to Fortigent, LLCleft Jun 12, 2006, registered Jun 12, 2006 (0 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address