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.
Jeffrey Thomas Lenhart
- Title
- Presidentreportedprosperityea.comfirm site, Sep 15, 2026
- Professional profile
- prosperityea.com/our-team/jeff-lenhart/?hsLang=enreportedprosperityea.comfirm site, Sep 15, 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.
- Prosperity - An Eisneramper Company independent RIA currentsince Aug 28, 2026 · Owings Mills, Md
- Forvis Mazars Wealth Advisors, LLC independent RIADec 4, 2014 to Jul 23, 2026 · Kansas City, Mo
- Edward Jones national BDJan 9, 2012 to Dec 4, 2014 · Maryland Heights, Mo
- Forvis Mazars Wealth Advisors, LLC to Prosperity - An Eisneramper Companyleft Jul 23, 2026, registered Aug 28, 2026 (36 days) · RIA to RIA
- Edward Jones to Forvis Mazars Wealth Advisors, LLCleft Dec 4, 2014, registered Dec 4, 2014 (0 days) · Other
- Jeffrey Thomas Lenhart left Forvis Mazars Wealth Advisors, Llc for Prosperity - An Eisneramper Company (registered 2026-08-28)Jul 23, 2026 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address