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.
S•••••••• R••• B••••••••
- Title
- Managing Director - Supervisionreporteddiversify.comfirm site, Sep 15, 2026
- Years, as the firm states
- 20reporteddiversify.com“With more than 20 years of experience in the financial services industry, Stephanie plays an integral role in strengthening the firm’s risk management program while supporting high‑integrity, advisor‑led practices.”
- Professional profile
- diversify.com/leadership-team/stephanie-birenbaumreporteddiversify.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.
- D•••••••• A••••••• S•••••••• L•• BD affiliated currentsince Apr 15, 2025 · South Jordan, Ut
- D•••••••• W••••• M••••••••• L•• independent RIA currentsince Apr 15, 2025 · River Falls, Wi
- O•••• W•••••• I••• BD affiliatedJan 19, 2024 to Apr 10, 2025 · Scottsdale, Az
- W••••••• F•••••••• S•••••••• I••• formerJan 14, 2015 to Jan 19, 2024 · Oakdale, Mn
- S••••••• F•••••••• S•••••••• I••• formerApr 17, 2014 to Jan 15, 2015 · St Paul, Mn
- C•• S••••••••• L•• formerApr 17, 2014 to Jan 15, 2015 · St Paul, Mn
- W••••••• F•••••••• S•••••••• I••• formerJan 16, 2014 to Apr 9, 2014 · Oakdale, Mn
- O•••• W•••••• I••• to D•••••••• A••••••• S•••••••• L••left Apr 10, 2025, registered Apr 15, 2025 (5 days) · Affiliated broker-dealer or bank to another
- W••••••• F•••••••• S•••••••• I••• to O•••• W•••••• I•••left Jan 19, 2024, registered Jan 19, 2024 (0 days) · corporate re-registration, not a move
- C•• S••••••••• L•• to S••••••• F•••••••• S•••••••• I•••left Jan 15, 2015, registered Apr 17, 2014 (-273 days) · Other
- S••••••• F•••••••• S•••••••• I••• to C•• S••••••••• L••left Jan 15, 2015, registered Apr 17, 2014 (-273 days) · channel change inside one enterprise, not a move
- W••••••• F•••••••• S•••••••• I••• to C•• S••••••••• L••left Apr 9, 2014, registered Apr 17, 2014 (8 days) · Other
- S•••••••• R••• B•••••••• left O•••• W•••••• I••• for D•••••••• W••••• M••••••••• L•• (registered 2025-04-15)Apr 10, 2025 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address