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

Laura A. Hearn

Citrin Cooperman Wealth Management, LLCindependent RIAChicago, Il IA-onlyIAPD 5304610

Certified Financial Planner

Feed of 09/14/2026

Also filed as Laura Ann Hearn

At current firm

0 y

since Jun 30, 2026

In the industry

21 y

since Apr 1, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Citrin Cooperman Wealth Management, LLC independent RIA current
since Jun 30, 2026 · Chicago, Il
Rwa Wealth Partners independent RIA
Dec 6, 2023 to May 11, 2026 · Chicago, Il
Brighton Jones LLC independent RIA
Nov 15, 2022 to Nov 27, 2023 · Chicago, Il
J.P. Morgan Securities LLC wirehouse
Oct 13, 2021 to Oct 9, 2022 · Chicago, Il
Curi Capital, LLC independent RIA
Mar 29, 2007 to Jun 11, 2021 · Chicago, Il

Moves

a registration end followed by a registration begin elsewhere

Rwa Wealth Partners to Citrin Cooperman Wealth Management, LLC
left May 11, 2026, registered Jun 30, 2026 (50 days) · RIA to RIA
Brighton Jones LLC to Rwa Wealth Partners
left Nov 27, 2023, registered Dec 6, 2023 (9 days) · RIA to RIA
J.P. Morgan Securities LLC to Brighton Jones LLC
left Oct 9, 2022, registered Nov 15, 2022 (37 days) · Wirehouse to independent RIA
Curi Capital, LLC to J.P. Morgan Securities LLC
left Jun 11, 2021, registered Oct 13, 2021 (124 days) · RIA to wirehouse

Signals

Laura A. Hearn left Rwa Wealth Partners for Citrin Cooperman Wealth Management, Llc (registered 2026-06-30)
May 11, 2026 · Advisor changed firm · fact
Laura A. Hearn left Brighton Jones Llc for Rwa Wealth Partners (registered 2023-12-06)
Nov 27, 2023 · Advisor changed firm · fact
Laura A. Hearn left J.P. Morgan Securities Llc for Brighton Jones Llc (registered 2022-11-15)
Oct 9, 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: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address