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
Elizabeth Walsh Dipaolo
Certified Financial Planner
Feed of 09/14/2026
Also filed as Liz Walsh
At current firm
9 y
since Aug 10, 2017
In the industry
14 y
since Jul 26, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Signaturefd, LLC independent RIA currentsince Aug 10, 2017 · Atlanta, Ga
- Smith & Howard Wealth Management, LLC independent RIAMay 3, 2017 to Jul 12, 2017 · Atlanta, Ga
- Ameriprise Financial Services, LLC national BDJun 26, 2013 to Sep 16, 2014 · Atlanta, Ga
- Ameriprise Financial Services, LLC national BDJul 30, 2012 to Jun 4, 2013 · Minneapolis, Mn
Moves
a registration end followed by a registration begin elsewhere
- Smith & Howard Wealth Management, LLC to Signaturefd, LLCleft Jul 12, 2017, registered Aug 10, 2017 (29 days) · Other
- Ameriprise Financial Services, LLC to Smith & Howard Wealth Management, LLCleft Sep 16, 2014, registered May 3, 2017 (960 days) · Other
Signals
No dated event on this person.
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address