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.
Lillian B Henderson
- Professional profile
- linkedin.com/in/lillian-hendersonreportedadviserinfo.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.
- Lbh Wealth Advisors state registered currentsince May 25, 2023 · Meridianville, Al
- Lbh Wealth Advisors state registeredMay 25, 2023 to Dec 31, 2024 · Meridianville, Al
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 28, 2020 to Feb 24, 2023 · Huntsville, Al
- Edward Jones national BDDec 12, 2014 to Sep 1, 2020 · Madison, Al
- Cetera Investment Advisers LLC BD affiliatedJun 11, 2014 to Sep 18, 2014 · Victoria, Tx
- LPL Financial LLC BD affiliatedNov 5, 2013 to Mar 18, 2014 · Madison, Al
- Cetera Investment Services LLC formerJan 2, 2013 to Nov 8, 2013 · Huntsville, Al
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Lbh Wealth Advisorsleft Feb 24, 2023, registered May 25, 2023 (90 days) · Wirehouse to a state-registered adviser
- Edward Jones to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 1, 2020, registered Aug 28, 2020 (-4 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team
- Cetera Investment Advisers LLC to Edward Jonesleft Sep 18, 2014, registered Dec 12, 2014 (85 days) · Other
- LPL Financial LLC to Cetera Investment Advisers LLCleft Mar 18, 2014, registered Jun 11, 2014 (85 days) · Other
- Cetera Investment Services LLC to LPL Financial LLCleft Nov 8, 2013, registered Nov 5, 2013 (-3 days) · Other
- Lillian B Henderson left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Lbh Wealth Advisors (registered 2023-05-25)Feb 24, 2023 · 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
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address