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.
Feed of 09/15/2026
Also filed as Linda Kia Lim
At current firm
0 y
since Feb 9, 2026
In the industry
19 y
since Aug 4, 2007 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savvy independent RIA currentsince Feb 9, 2026 · Palm Beach Gardens, Fl
- Marcado Asset Management LLC formerDec 20, 2019 to Mar 31, 2026 · Austin, Tx
- Silicon Hills Wealth Management formerJun 15, 2018 to Jun 27, 2019 · Austin, Tx
- Captrust institutionalApr 28, 2017 to Aug 4, 2017 · Austin, Tx
- Intrust Fiduciary Group formerSep 28, 2010 to Aug 4, 2017 · Austin, Tx
- Raymond James Financial Services Advisors, Inc BD affiliatedJun 23, 2010 to Jul 12, 2016 · Austin, Tx
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 6, 2007 to Jun 22, 2010 · Austin, Tx
Moves
a registration end followed by a registration begin elsewhere
- Marcado Asset Management LLC to Savvyleft Mar 31, 2026, registered Feb 9, 2026 (-50 days) · Other · moved with a team
- Silicon Hills Wealth Management to Marcado Asset Management LLCleft Jun 27, 2019, registered Dec 20, 2019 (176 days) · RIA to a newly registered adviser
- Intrust Fiduciary Group to Captrustleft Aug 4, 2017, registered Apr 28, 2017 (-98 days) · Other
- Captrust to Silicon Hills Wealth Managementleft Aug 4, 2017, registered Jun 15, 2018 (315 days) · Other
- Raymond James Financial Services Advisors, Inc to Intrust Fiduciary Groupleft Jul 12, 2016, registered Sep 28, 2010 (-2114 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Raymond James Financial Services Advisors, Incleft Jun 22, 2010, registered Jun 23, 2010 (1 days) · Other
Signals
- Linda Lim Yang left Marcado Asset Management Llc for Savvy (registered 2026-02-09)Mar 31, 2026 · 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