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 Jean-Louis Vignec
Feed of 09/14/2026
Also filed as Phillip Vignec
At current firm
0 y
since Feb 20, 2026
In the industry
19 y
since Mar 31, 2007 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Vignec Financial LLC state registered currentsince Feb 20, 2026 · Seattle, Wa
- Erickson Wealth & Tax Management unclassifiedAug 4, 2009 to Oct 23, 2025 · Seattle, Wa
- Winch Financial independent RIAMar 4, 2009 to Dec 31, 2009 · Appleton, Wi
Moves
a registration end followed by a registration begin elsewhere
- Erickson Wealth & Tax Management to Vignec Financial LLCleft Oct 23, 2025, registered Feb 20, 2026 (120 days) · Other
- Winch Financial to Erickson Wealth & Tax Managementleft Dec 31, 2009, registered Aug 4, 2009 (-149 days) · Other
Signals
- Lauren Jean-Louis Vignec left Erickson Wealth & Tax Management for Vignec Financial Llc (registered 2026-02-20)Oct 23, 2025 · 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address