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 C Collins

Provident Wealth Managementstate registeredBurlington, NcIA-onlyIAPD 5438804

Feed of 09/14/2026

Also filed as Laura Lee Coleman

At current firm

7 y

since Sep 5, 2019

In the industry

24 y

since May 1, 2002 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/laura-collins-62b2b3areportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Provident Wealth Management state registered current
since Sep 5, 2019 · Burlington, Nc
Gradient Investments, LLC independent RIA
Jan 25, 2016 to Mar 30, 2016 · Burlington, Nc
Osaic Fs, Inc. former
Nov 21, 2014 to Aug 21, 2019 · Burlington, Nc
Signator Investors, Inc. former
Dec 20, 2013 to Dec 8, 2014 · Burlington, Nc
Provident Financial Group Of The Carolinas unclassified
Oct 26, 2009 to Jan 2, 2014 · Burlington, Nc
Provident Financial Group Of The Carolinas unclassified
Oct 22, 2007 to Dec 31, 2007 · Burlington, Nc

Moves

a registration end followed by a registration begin elsewhere

Osaic Fs, Inc. to Gradient Investments, LLC
left Aug 21, 2019, registered Jan 25, 2016 (-1304 days) · Other
Gradient Investments, LLC to Provident Wealth Management
left Mar 30, 2016, registered Sep 5, 2019 (1254 days) · Other
Signator Investors, Inc. to Osaic Fs, Inc.
left Dec 8, 2014, registered Nov 21, 2014 (-17 days) · Other
Provident Financial Group Of The Carolinas to Signator Investors, Inc.
left Jan 2, 2014, registered Dec 20, 2013 (-13 days) · Other

Signals

No dated event on this person.

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: STATE REGISTEREDderived
Years in industry: 24derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address