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•• W••••••••

J•••••• W••••• I•••mixed wealthMilwaukee, WiIA-onlyIAPD 5367643

Feed of 09/14/2026

Also filed as Scott L Wisnewski

At current firm

3 y

since Jan 3, 2023

In the industry

19 y

since Jul 19, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J•••••• W••••• I••• mixed wealth current
since Jan 3, 2023 · Milwaukee, Wi
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Feb 15, 2022 to Dec 31, 2022 · Elm Grove, Wi
C•••••• S••••• • C••• I••• national BD
Apr 22, 2015 to Oct 4, 2021 · Milwaukee, Wi
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to May 6, 2015 · Milwaukee, Wi
C•••• I••••••••• S••••••• C•••• former
Jul 22, 2011 to Oct 1, 2012 · Milwaukee, Wi

Moves

a registration end followed by a registration begin elsewhere

N••••••••• M••••• I••••••••• S••••••••• to J•••••• W••••• I•••
left Dec 31, 2022, registered Jan 3, 2023 (3 days) · Other
C•••••• S••••• • C••• I••• to N••••••••• M••••• I••••••••• S•••••••••
left Oct 4, 2021, registered Feb 15, 2022 (134 days) · Other
J••• M••••• S••••••••• L•• to C•••••• S••••• • C••• I•••
left May 6, 2015, registered Apr 22, 2015 (-14 days) · Wirehouse to affiliated broker-dealer or bank
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move

Signals

S•••• L•• W•••••••• left N••••••••• M••••• I••••••••• S••••••••• for J•••••• W••••• I••• (registered 2023-01-03)
Dec 31, 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: Wealth manager with institutional or fund businessderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address