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

K•••••• J• J••

S•••••• W••••• M•••••••••independent RIABingham Farms, Midual registrantIAPD 5008770

Feed of 09/14/2026

Also filed as Katie Lentz

At current firm

0 y

since Aug 11, 2026

In the industry

19 y

since Jun 25, 2007 (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: Senior Client Service Associatereportedspartanwealth.comfirm site, Sep 15, 2026
Business email: katie.jay@spartanwealth.comreportedspartanwealth.comfirm site, Sep 15, 2026
Direct business phone: 248-297-6606reportedspartanwealth.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

S•••••• W••••• M••••••••• independent RIA current
since Aug 11, 2026 · Bingham Farms, Mi
A••••••••• F•••••••• S•••••••• L•• national BD
Oct 5, 2009 to May 26, 2026 · St Charles, Il
A••••••••• A•••••• S•••••••• I••• unclassified
Jun 18, 2009 to Oct 5, 2009 · St. Charles, Il
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to May 1, 2009 · St. Charles, Il
A• G• E•••••• • S•••• I••• unclassified
Jun 26, 2007 to Jan 1, 2008 · St. Charles, Il

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to S•••••• W••••• M•••••••••
left May 26, 2026, registered Aug 11, 2026 (77 days) · Affiliated broker-dealer or bank to independent RIA
A••••••••• A•••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to A••••••••• A•••••• S•••••••• I•••
left May 1, 2009, registered Jun 18, 2009 (48 days) · Other
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

K•••••• J• J•• left A••••••••• F•••••••• S•••••••• L•• for S•••••• W••••• M••••••••• (registered 2026-08-11)
May 26, 2026 · a•••••• firm change · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address