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.
D•••• J•• S•••••••
- Designations
- MBA, CFP, CLU, ChFC, RICPreportedeasadvice.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Today, D•••• serves as an Investment Advisor and Partner of the firm.”reportedeasadvice.comthe sentence on the bio page
- Professional profile
- EASADVICE.COM/derek-j-sensenigreportedeasadvice.comfirm site, Sep 16, 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.
- E•••••••• A••••••• S•••••••• L•• independent RIA currentsince Apr 17, 2020 · Katy, Tx
- A• W••••• M••••••••• L•• BD affiliatedNov 11, 2019 to Jan 20, 2020 · Sugar Land, Tx
- A••••••• F•••••••• A•••••••• L•• BD affiliatedNov 13, 2013 to Aug 8, 2019 · San Antonio, Tx
- L•• F•••••••• L•• BD affiliatedFeb 5, 2013 to Oct 21, 2013 · San Antonio, Tx
- E•••• S••••••••• L•• BD affiliatedJun 30, 2011 to Feb 8, 2013 · San Antonio, Tx
- A• W••••• M••••••••• L•• to E•••••••• A••••••• S•••••••• L••left Jan 20, 2020, registered Apr 17, 2020 (88 days) · RIA to RIA
- A••••••• F•••••••• A•••••••• L•• to A• W••••• M••••••••• L••left Aug 8, 2019, registered Nov 11, 2019 (95 days) · Affiliated broker-dealer or bank to independent RIA
- L•• F•••••••• L•• to A••••••• F•••••••• A•••••••• L••left Oct 21, 2013, registered Nov 13, 2013 (23 days) · Other
- E•••• S••••••••• L•• to L•• F•••••••• L••left Feb 8, 2013, registered Feb 5, 2013 (-3 days) · Other
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
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address