RIA Intelligence
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L••• M•••••• S•••••••
- Title
- Director of OperationsreportedChromeadvisors.comfirm site, Sep 16, 2026
- Professional profile
- Chromeadvisors.com/our-team/lisa-shinhirareportedChromeadvisors.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.
- C••••• A••••••• independent RIA currentsince Sep 11, 2026 · San Francisco, Ca
- C••••• F•••••••• A••••••• unclassifiedAug 21, 2019 to Dec 2, 2020 · San Francisco, Ca
- O•••• F•• I••• formerOct 4, 2007 to Aug 19, 2019 · San Ramon, Ca
- W•••••• • R••• formerApr 23, 2007 to Aug 6, 2007 · San Mateo, Ca
- C••••• F•••••••• A••••••• to C••••• A•••••••left Dec 2, 2020, registered Sep 11, 2026 (2109 days) · Other
- O•••• F•• I••• to C••••• F•••••••• A•••••••left Aug 19, 2019, registered Aug 21, 2019 (2 days) · Other
- W•••••• • R••• to O•••• F•• I•••left Aug 6, 2007, registered Oct 4, 2007 (59 days) · Other
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address