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

S••••••• P••••••

A••••••• F••••••••• L•••BD affiliatedIndianapolis, In dual registrantIAPD 5970623

Feed of 09/14/2026

Also filed as Samantha Lynn Wilde

At current firm

1 y

since May 30, 2025

In the industry

15 y

since Aug 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••• F••••••••• L••• BD affiliated current
since May 30, 2025 · Folsom, Ca
S••••• B•••• I••••••••• A•••••••• L•• former
Nov 29, 2023 to Sep 12, 2025 · Indianapolis, In
S•••••••• S••••• B••••• L•• former
Nov 16, 2023 to Oct 31, 2024 · Indianapolis, In
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Jun 29, 2021 to Oct 26, 2023 · Indianapolis, In
J••• M••••• S••••••••• L•• wirehouse
Aug 31, 2018 to Jun 22, 2021 · Indianapolis, In
C•••••• S••••• • C••• I••• national BD
Sep 4, 2015 to Jun 19, 2018 · Indianapolis, In

Moves

a registration end followed by a registration begin elsewhere

S••••• B•••• I••••••••• A•••••••• L•• to A••••••• F••••••••• L•••
left Sep 12, 2025, registered May 30, 2025 (-105 days) · RIA to affiliated broker-dealer or bank · moved with a team
S•••••••• S••••• B••••• L•• to S••••• B•••• I••••••••• A•••••••• L••
left Oct 31, 2024, registered Nov 29, 2023 (-337 days) · RIA to RIA
N••••••••• M••••• I••••••••• S••••••••• to S•••••••• S••••• B••••• L••
left Oct 26, 2023, registered Nov 16, 2023 (21 days) · Other
J••• M••••• S••••••••• L•• to N••••••••• M••••• I••••••••• S•••••••••
left Jun 22, 2021, registered Jun 29, 2021 (7 days) · Other
C•••••• S••••• • C••• I••• to J••• M••••• S••••••••• L••
left Jun 19, 2018, registered Aug 31, 2018 (73 days) · Affiliated broker-dealer or bank to wirehouse

Signals

S••••••• P•••••• left S••••• B•••• I••••••••• A•••••••• L•• for A••••••• F••••••••• L••• (registered 2025-05-30)
Sep 12, 2025 · Advisor changed firm · fact
S••••••• P•••••• left S•••••••• S••••• B••••• L•• for S••••• B•••• I••••••••• A•••••••• L•• (registered 2023-11-29)
Oct 31, 2024 · Advisor changed firm · fact
S••••••• P•••••• left N••••••••• M••••• I••••••••• S••••••••• for S•••••••• S••••• B••••• L•• (registered 2023-11-16)
Oct 26, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address