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

L•••••• M•••• B•••••••••

S•••••• P••••••• I••••••••• A•••••••• L••BD affiliatedNorth Canton, Oh dual registrantIAPD 5345571

Certified Financial Planner

Feed of 09/15/2026

Also filed as Lindsay Marie Boyce

At current firm

1 y

since Aug 7, 2025

In the industry

16 y

since Apr 30, 2010 (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

S•••••• P••••••• I••••••••• A•••••••• L•• BD affiliated current
since Aug 7, 2025 · Canton, Oh
A••••••••• F•••••••• S•••••••• L•• national BD
Sep 25, 2017 to Aug 14, 2025 · North Canton, Oh
M•• A••••••• F•••••••• M••••••••• I••• former
Jul 15, 2010 to Sep 25, 2017 · Akron, Oh
U•• F•••••••• S••••••• I••• wirehouse
Apr 30, 2010 to Jul 19, 2010 · Canton, Oh

Moves

a registration end followed by a registration begin elsewhere

A••••••••• F•••••••• S•••••••• L•• to S•••••• P••••••• I••••••••• A•••••••• L••
left Aug 14, 2025, registered Aug 7, 2025 (-7 days) · Affiliated broker-dealer or bank to another · moved with a team
M•• A••••••• F•••••••• M••••••••• I••• to A••••••••• F•••••••• S•••••••• L••
left Sep 25, 2017, registered Sep 25, 2017 (0 days) · Other · moved with a team
U•• F•••••••• S••••••• I••• to M•• A••••••• F•••••••• M••••••••• I•••
left Jul 19, 2010, registered Jul 15, 2010 (-4 days) · Other

Signals

L•••••• M•••• B••••••••• left A••••••••• F•••••••• S•••••••• L•• for S•••••• P••••••• I••••••••• A•••••••• L•• (registered 2025-08-07)
Aug 14, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address