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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

S•••• J••• H•••••••

M•••••• W••••• M••••••••• L•independent RIAWalnut Creek, CaIA-onlyIAPD 4858169

Certified Financial Planner

Feed of 09/14/2026

At current firm

0 y

since Apr 13, 2026

In the industry

21 y

since Dec 15, 2004 (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: Partner and Senior Wealth Advisorreportedmissionwealth.comfirm site, Sep 15, 2026
Designations: CFP, MBAreportedmissionwealth.comas printed on the bio page, Sep 16, 2026
Partner or owner: “S•••• H•••••••, CFP®, MBA | Partner & Senior Wealth Advisor | M•••••• Wealth”reportedmissionwealth.comthe sentence on the bio page
Professional profile: missionwealth.com/team/sarah-hamiltonreportedmissionwealth.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

M•••••• W••••• M••••••••• L• independent RIA current
since Apr 13, 2026 · Walnut Creek, Ca
H••••••• W••••• A••••••• unclassified
Aug 19, 2020 to Sep 9, 2025 · San Francisco, Ca
F••••••• P••••••• A•• W•••••••• A••••••• former
Jul 13, 2018 to Jul 13, 2020 · Boston, Ma
S•••••••• A••••••• L•• national BD
Oct 19, 2010 to Jul 13, 2018 · Walnut Creek, Ca
A••••••••• F•••••••• S•••••••• L•• national BD
Nov 21, 2005 to Jul 23, 2009 · Walnut Creek, Ca
A••••••••• F•••••••• S•••••••• L•• national BD
Jan 1, 2005 to Oct 8, 2005 · Walnut Creek, Ca

Moves

a registration end followed by a registration begin elsewhere

H••••••• W••••• A••••••• to M•••••• W••••• M••••••••• L•
left Sep 9, 2025, registered Apr 13, 2026 (216 days) · Other
F••••••• P••••••• A•• W•••••••• A••••••• to H••••••• W••••• A•••••••
left Jul 13, 2020, registered Aug 19, 2020 (37 days) · Other
S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
A••••••••• F•••••••• S•••••••• L•• to S•••••••• A••••••• L••
left Jul 23, 2009, registered Oct 19, 2010 (453 days) · Affiliated broker-dealer or bank to another

Signals

S•••• J••• H••••••• left H••••••• W••••• A••••••• for M•••••• W••••• M••••••••• L• (registered 2026-04-13)
Sep 9, 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: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address