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

Lauren Melissa Williams

Sagespring Wealth Partnersindependent RIAFranklin, Tn IA-onlyIAPD 5504831

Feed of 09/14/2026

Also filed as Lauren Williams

At current firm

0 y

since May 26, 2026

In the industry

17 y

since Oct 13, 2008 (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

Sagespring Wealth Partners independent RIA current
since May 26, 2026 · Frisco, Tx
MML Investors Services, LLC BD affiliated
Jun 26, 2025 to Aug 8, 2025 · Dallas, Tx
Stifel, Nicolaus & Company, Incorporated national BD
Nov 19, 2024 to Feb 27, 2025 · Frisco, Tx
Ameriprise Financial Services, LLC national BD
Nov 3, 2023 to Nov 20, 2024 · Dallas, Tx
Comerica Securities former
Jan 23, 2019 to Nov 3, 2023 · Dallas, Tx
Bok Financial Advisors BD affiliated
Jul 2, 2018 to Jan 30, 2019 · Dallas, Tx
Raymond James Financial Services Advisors, Inc BD affiliated
Jun 9, 2017 to Mar 19, 2018 · Flower Mound, Tx
Wedbush Securities Inc. BD affiliated
Apr 28, 2017 to May 5, 2017 · Dallas, Tx
UBS Financial Services Inc. wirehouse
Apr 3, 2012 to Mar 20, 2017 · Dallas, Tx
Deutsche Bank Securities Inc. no RAUM
Mar 19, 2012 to Apr 13, 2012 · Dallas, Tx

Moves

a registration end followed by a registration begin elsewhere

MML Investors Services, LLC to Sagespring Wealth Partners
left Aug 8, 2025, registered May 26, 2026 (291 days) · Affiliated broker-dealer or bank to independent RIA
Stifel, Nicolaus & Company, Incorporated to MML Investors Services, LLC
left Feb 27, 2025, registered Jun 26, 2025 (119 days) · Affiliated broker-dealer or bank to another
Ameriprise Financial Services, LLC to Stifel, Nicolaus & Company, Incorporated
left Nov 20, 2024, registered Nov 19, 2024 (-1 days) · Affiliated broker-dealer or bank to another
Comerica Securities to Ameriprise Financial Services, LLC
left Nov 3, 2023, registered Nov 3, 2023 (0 days) · corporate re-registration, not a move
Bok Financial Advisors to Comerica Securities
left Jan 30, 2019, registered Jan 23, 2019 (-7 days) · Other
Raymond James Financial Services Advisors, Inc to Bok Financial Advisors
left Mar 19, 2018, registered Jul 2, 2018 (105 days) · Affiliated broker-dealer or bank to another
Wedbush Securities Inc. to Raymond James Financial Services Advisors, Inc
left May 5, 2017, registered Jun 9, 2017 (35 days) · Other
UBS Financial Services Inc. to Wedbush Securities Inc.
left Mar 20, 2017, registered Apr 28, 2017 (39 days) · Other
Deutsche Bank Securities Inc. to UBS Financial Services Inc.
left Apr 13, 2012, registered Apr 3, 2012 (-10 days) · Other

Signals

Lauren Melissa Williams left Mml Investors Services, Llc for Sagespring Wealth Partners (registered 2026-05-26)
Aug 8, 2025 · Advisor changed firm · fact
Lauren Melissa Williams left Stifel, Nicolaus & Company, Incorporated for Mml Investors Services, Llc (registered 2025-06-26)
Feb 27, 2025 · Advisor changed firm · fact
Lauren Melissa Williams left Ameriprise Financial Services, Llc for Stifel, Nicolaus & Company, Incorporated (registered 2024-11-19)
Nov 20, 2024 · 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: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address