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.
Kwintone Wade Houberg-Lawton
- Title
- Investment Advisorreportedigniteplanners.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.
- Ignite Planners LLC independent RIA currentsince Dec 6, 2023 · San Clemente, Ca
- Cambridge Investment Research Advisors, Inc. BD affiliatedJul 19, 2017 to Nov 20, 2023 · Cottonwood Heights,, Ut
- Girard Securities, Inc. formerAug 13, 2008 to Jun 19, 2017 · Salt Lake City, Ut
- Securian Financial Services, Inc. formerDec 14, 2006 to Aug 12, 2008 · Salt Lake City, Ut
- Ameriprise Financial Services, LLC national BDJul 6, 2006 to Oct 20, 2006 · Midvale, Ut
- Cambridge Investment Research Advisors, Inc. to Ignite Planners LLCleft Nov 20, 2023, registered Dec 6, 2023 (16 days) · Affiliated broker-dealer or bank to independent RIA
- Girard Securities, Inc. to Cambridge Investment Research Advisors, Inc.left Jun 19, 2017, registered Jul 19, 2017 (30 days) · Other
- Securian Financial Services, Inc. to Girard Securities, Inc.left Aug 12, 2008, registered Aug 13, 2008 (1 days) · Other
- Ameriprise Financial Services, LLC to Securian Financial Services, Inc.left Oct 20, 2006, registered Dec 14, 2006 (55 days) · Other
- Kwintone Wade Houberg-Lawton left Cambridge Investment Research Advisors, Inc. for Ignite Planners Llc (registered 2023-12-06)Nov 20, 2023 · 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
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address