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
Lauren Paige Martin
Certified Financial Planner
Feed of 09/15/2026
Also filed as Lauren Paige Long
At current firm
0 y
since Dec 3, 2025
In the industry
19 y
since Nov 17, 2006 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Lnw independent RIA currentsince Dec 3, 2025 · Seattle, Wa
- Lnw formerFeb 3, 2022 to Dec 4, 2025 · Philadelphia, Pa
- Wealthspire Advisors independent RIAJan 4, 2021 to Feb 1, 2022 · Philadelphia, Pa
- Wealthspire Advisors formerNov 16, 2017 to Dec 31, 2020 · Potomac, Md
- Threshold Group, LLC formerMay 24, 2010 to Dec 31, 2017 · Philadelphia, Pa
- Convergent Wealth Advisors, LLC formerMay 3, 2007 to Apr 5, 2010 · Rockville, Md
- Lydian Wealth Management Company, LLC unclassifiedNov 20, 2006 to May 3, 2007 · Radnor, Pa
Moves
a registration end followed by a registration begin elsewhere
- Lnw to Lnwleft Dec 4, 2025, registered Dec 3, 2025 (-1 days) · corporate re-registration, not a move
- Wealthspire Advisors to Lnwleft Feb 1, 2022, registered Feb 3, 2022 (2 days) · RIA to RIA
- Wealthspire Advisors to Wealthspire Advisorsleft Dec 31, 2020, registered Jan 4, 2021 (4 days) · corporate re-registration, not a move
- Threshold Group, LLC to Wealthspire Advisorsleft Dec 31, 2017, registered Nov 16, 2017 (-45 days) · Other
- Convergent Wealth Advisors, LLC to Threshold Group, LLCleft Apr 5, 2010, registered May 24, 2010 (49 days) · Other
- Lydian Wealth Management Company, LLC to Convergent Wealth Advisors, LLCleft May 3, 2007, registered May 3, 2007 (0 days) · Other
Signals
- Lauren Paige Martin left Wealthspire Advisors for Lnw (registered 2022-02-03)Feb 1, 2022 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address