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
Samuel Branch Laneave
Feed of 09/15/2026
At current firm
0 y
since Dec 2, 2025
In the industry
22 y
since Jul 2, 2004 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- LPL Financial LLC BD affiliated currentsince Dec 2, 2025 · Richmond, Va
- Osaic Wealth, Inc. BD affiliatedJun 14, 2024 to Dec 4, 2025 · Richmond, Va
- Securities America Advisors, Inc. formerJul 17, 2020 to Jun 14, 2024 · Richmond, Va
- Investacorp Advisory Services Inc formerMar 26, 2018 to Jul 17, 2020 · Richmond, Va
- Cetera Investment Advisers LLC BD affiliatedNov 5, 2015 to Apr 4, 2018 · Richmond, Va
- J P Turner & Company Capital Management, LLC formerMay 4, 2009 to Dec 1, 2015 · Richmond, Va
- Osaic Fa, Inc. formerJan 23, 2007 to Apr 1, 2009 · Richmond, Va
- Synergy Investment Group, LLC formerFeb 23, 2005 to Jan 23, 2007 · Richmond, Va
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to LPL Financial LLCleft Dec 4, 2025, registered Dec 2, 2025 (-2 days) · Affiliated broker-dealer or bank to another · moved with a team
- Securities America Advisors, Inc. to Osaic Wealth, Inc.left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- Investacorp Advisory Services Inc to Securities America Advisors, Inc.left Jul 17, 2020, registered Jul 17, 2020 (0 days) · corporate re-registration, not a move
- Cetera Investment Advisers LLC to Investacorp Advisory Services Incleft Apr 4, 2018, registered Mar 26, 2018 (-9 days) · Other
- J P Turner & Company Capital Management, LLC to Cetera Investment Advisers LLCleft Dec 1, 2015, registered Nov 5, 2015 (-26 days) · Other
- Osaic Fa, Inc. to J P Turner & Company Capital Management, LLCleft Apr 1, 2009, registered May 4, 2009 (33 days) · Other
- Synergy Investment Group, LLC to Osaic Fa, Inc.left Jan 23, 2007, registered Jan 23, 2007 (0 days) · Other
Signals
- Samuel Branch Laneave left Osaic Wealth, Inc. for Lpl Financial Llc (registered 2025-12-02)Dec 4, 2025 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address