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
Cynthia Rose Wilson
Certified Financial Planner
Feed of 09/14/2026
Also filed as Cindy Elgie
At current firm
3 y
since Sep 20, 2022
In the industry
21 y
since Mar 1, 2005 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
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
- Hb Wealth independent RIA currentsince Sep 20, 2022 · Alpharetta, Ga
- Wealth Enhancement Advisory Services, LLC BD affiliatedMay 7, 2020 to Jun 21, 2022 · Plymouth, Mn
- Joyn Advisors, Inc. formerOct 17, 2007 to Apr 30, 2020 · Atlanta, Ga
- Gv Financial Advisors, Inc. unclassifiedOct 17, 2007 to Dec 6, 2011 · Atlanta, Ga
- Securian Financial Services, Inc. formerOct 15, 2007 to Dec 2, 2019 · Atlanta, Ga
- RBC Capital Markets, LLC national BDMar 2, 2005 to Nov 9, 2006 · Beverly Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- Wealth Enhancement Advisory Services, LLC to Hb Wealthleft Jun 21, 2022, registered Sep 20, 2022 (91 days) · Affiliated broker-dealer or bank to independent RIA
- Joyn Advisors, Inc. to Wealth Enhancement Advisory Services, LLCleft Apr 30, 2020, registered May 7, 2020 (7 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Securian Financial Services, Inc. to Gv Financial Advisors, Inc.left Dec 2, 2019, registered Oct 17, 2007 (-4429 days) · Other
- Gv Financial Advisors, Inc. to Joyn Advisors, Inc.left Dec 6, 2011, registered Oct 17, 2007 (-1511 days) · Other
- RBC Capital Markets, LLC to Securian Financial Services, Inc.left Nov 9, 2006, registered Oct 15, 2007 (340 days) · Other
Signals
- Cynthia Rose Wilson left Wealth Enhancement Advisory Services, Llc for Hb Wealth (registered 2022-09-20)Jun 21, 2022 · 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