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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

R••• M•••••• L•••

R•• A•••••••• L••independent RIAVestavia Hills, Al IA-onlyIAPD 5726311

Feed of 09/15/2026

Also filed as R••• M L•••

At current firm

2 y

since Oct 16, 2023

In the industry

16 y

since Dec 3, 2009 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

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/ryan-lindreportedadviserinfo.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

R•• A•••••••• L•• independent RIA current
since Oct 16, 2023 · Vestavia Hills, Al
E•••••• F•••••••• E•••••• independent RIA
Oct 23, 2019 to Nov 10, 2023 · Grand Rapids, Mi
T• A••••••••• I••• former
Feb 27, 2018 to Oct 3, 2019 · Grand Rapids, Mi
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 26, 2018 to Oct 3, 2019 · Omaha, Ne
S•••••••• I••••••••• M••••••••• former
Apr 24, 2017 to Feb 26, 2018 · Saint Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

E•••••• F•••••••• E•••••• to R•• A•••••••• L••
left Nov 10, 2023, registered Oct 16, 2023 (-25 days) · RIA to RIA
T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••
left Oct 3, 2019, registered Feb 27, 2018 (-583 days) · channel change inside one enterprise, not a move · moved with a team
T• A••••••••• I••• to E•••••• F•••••••• E••••••
left Oct 3, 2019, registered Oct 23, 2019 (20 days) · Other
S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move

Signals

R••• M•••••• L••• left E•••••• F•••••••• E•••••• for R•• A•••••••• L•• (registered 2023-10-16)
Nov 10, 2023 · 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: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address