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
Lone Maria Bjork
Feed of 09/14/2026
Also filed as Lone Maria, Theres Johansson
At current firm
6 y
since Jan 29, 2020
In the industry
16 y
since Oct 12, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Private Advisor Group, LLC BD affiliated currentsince Jan 29, 2020 · Morristown, Nj
- Raymond James Financial Services Advisors, Inc BD affiliatedJan 8, 2020 to Jan 31, 2020 · Reston, Va
- Cambridge Investment Research Advisors, Inc. BD affiliatedFeb 21, 2014 to Sep 11, 2019 · Lansdowne, Va
- Equitable Advisors, LLC national BDNov 17, 2009 to Mar 6, 2014 · Lansdowne, Va
Moves
a registration end followed by a registration begin elsewhere
- Raymond James Financial Services Advisors, Inc to Private Advisor Group, LLCleft Jan 31, 2020, registered Jan 29, 2020 (-2 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Cambridge Investment Research Advisors, Inc. to Raymond James Financial Services Advisors, Incleft Sep 11, 2019, registered Jan 8, 2020 (119 days) · Affiliated broker-dealer or bank to another
- Equitable Advisors, LLC to Cambridge Investment Research Advisors, Inc.left Mar 6, 2014, registered Feb 21, 2014 (-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
- 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