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.

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.

Registered advisor

S••••• L•••••• B•••••••••

A••••••••• F•••••••• S•••••••• L••national BDHingham, Ma dual registrantIAPD 5302840

Certified Financial Planner

Feed of 09/16/2026

Also filed as Steven Bissonnette

At current firm

12 y

since May 16, 2014

In the industry

19 y

since May 10, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R••• P•••••• W••••• M••••••••• former current
since Sep 10, 2026 · Littleton, Nh
A••••••••• F•••••••• S•••••••• L•• national BD current
since May 16, 2014 · Hingham, Ma
R••• P•••••• W••••• M••••••••• former
Sep 10, 2026 to Sep 15, 2026 · Bedford, Nh
L•• F•••••••• L•• BD affiliated
Nov 30, 2010 to May 30, 2014 · Lancaster, Nh
E••••• J•••• national BD
Jun 6, 2007 to Dec 8, 2010 · Lancaster, Nh

Moves

a registration end followed by a registration begin elsewhere

R••• P•••••• W••••• M••••••••• to no registered destination
left Sep 15, 2026 · Departure, no registered destination
L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left May 30, 2014, registered May 16, 2014 (-14 days) · Other
E••••• J•••• to L•• F•••••••• L••
left Dec 8, 2010, registered Nov 30, 2010 (-8 days) · Other

Signals

S••••• L•••••• B••••••••• no longer registered at R••• P•••••• W••••• M•••••••••; no later IA registration on IAPD
Sep 15, 2026 · Advisor departure · 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: National broker-dealer RIAderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address