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
Jonas Lincoln Means
Feed of 09/14/2026
At current firm
7 y
since Aug 30, 2019
In the industry
20 y
since Aug 2, 2006 (earliest exam, job or registration)
Prior registered firms
4
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Mariposa Wealth Solutions LLC state registered currentsince Aug 30, 2019 · Snoqualmie, Wa
- Cutler Investment Group independent RIAJan 3, 2017 to Sep 27, 2019 · Bellevue, Wa
- Lnw formerFeb 9, 2015 to Jan 10, 2017 · Seattle, Wa
- Coldstream Wealth Management independent RIAApr 24, 2007 to Jan 30, 2015 · Bellevue, Wa
- Ameriprise Financial Services, LLC national BDAug 3, 2006 to Apr 19, 2007 · Bellevue, Wa
Moves
a registration end followed by a registration begin elsewhere
- Cutler Investment Group to Mariposa Wealth Solutions LLCleft Sep 27, 2019, registered Aug 30, 2019 (-28 days) · RIA to a state-registered adviser
- Lnw to Cutler Investment Groupleft Jan 10, 2017, registered Jan 3, 2017 (-7 days) · Other
- Coldstream Wealth Management to Lnwleft Jan 30, 2015, registered Feb 9, 2015 (10 days) · Other
- Ameriprise Financial Services, LLC to Coldstream Wealth Managementleft Apr 19, 2007, registered Apr 24, 2007 (5 days) · Other
Signals
No dated event on this person.
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
- STATE REGISTEREDderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address