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•••••••• L••• D••••

H•••••••• F•••••••• G•••• L••independent RIAVirginia Beach, VaIA-onlyIAPD 5065402

Feed of 09/14/2026

Also filed as Stephanie L. Sage

At current firm

1 y

since Nov 26, 2024

In the industry

20 y

since Sep 6, 2006 (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: Wealth Management Advisorreportedhendersonfg.comfirm site, Sep 16, 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

H•••••••• F•••••••• G•••• L•• independent RIA current
since Nov 26, 2024 · Virginia Beach, Va
L•• F•••••••• L•• BD affiliated
Jan 26, 2021 to Mar 26, 2025 · San Diego, Ca
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Oct 31, 2019 to Feb 1, 2021 · Virginia Bch, Va
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Oct 18, 2017 to May 15, 2018 · Sammamish, Wa
A••••••••• F•••••••• S•••••••• L•• national BD
Nov 12, 2010 to Sep 23, 2016 · Bellevue, Wa
W•••••• • R••• former
Jun 30, 2010 to Nov 17, 2010 · Bellevue, Wa
K•• F•••••••• S•••••••• I•• former
Jan 4, 2007 to May 5, 2010 · Seattle, Wa

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to H•••••••• F•••••••• G•••• L••
left Mar 26, 2025, registered Nov 26, 2024 (-120 days) · Affiliated broker-dealer or bank to independent RIA
N••••••••• M••••• I••••••••• S••••••••• to L•• F•••••••• L••
left Feb 1, 2021, registered Jan 26, 2021 (-6 days) · Other · moved with a team
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to N••••••••• M••••• I••••••••• S•••••••••
left May 15, 2018, registered Oct 31, 2019 (534 days) · Other
A••••••••• F•••••••• S•••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left Sep 23, 2016, registered Oct 18, 2017 (390 days) · Other
W•••••• • R••• to A••••••••• F•••••••• S•••••••• L••
left Nov 17, 2010, registered Nov 12, 2010 (-5 days) · Other
K•• F•••••••• S•••••••• I•• to W•••••• • R•••
left May 5, 2010, registered Jun 30, 2010 (56 days) · Other

Signals

S•••••••• L••• D•••• left L•• F•••••••• L•• for H•••••••• F•••••••• G•••• L•• (registered 2024-11-26)
Mar 26, 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: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address