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.

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Registered advisor

S••••• D••••

L•• F•••••••• L••BD affiliatedGaylord, Mi dual registrantIAPD 6179206

Feed of 09/15/2026

Also filed as Sharyn Lara Coles

At current firm

2 y

since Jan 18, 2024

In the industry

13 y

since Mar 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since Jan 18, 2024 · Bay City, Mi
R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated
Jun 2, 2022 to Jan 17, 2024 · Bay City, Mi
H••••••••• F•••••••• A••••••• BD affiliated
Oct 14, 2021 to May 6, 2022 · Bay City, Mi
C••••• I••••••••• A••••••• L•• BD affiliated
May 11, 2018 to Oct 13, 2021 · Caro, Mi

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to L•• F•••••••• L••
left Jan 17, 2024, registered Jan 18, 2024 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
H••••••••• F•••••••• A••••••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••
left May 6, 2022, registered Jun 2, 2022 (27 days) · Affiliated broker-dealer or bank to another
C••••• I••••••••• A••••••• L•• to H••••••••• F•••••••• A•••••••
left Oct 13, 2021, registered Oct 14, 2021 (1 days) · Affiliated broker-dealer or bank to another · moved with a team

Signals

S••••• D•••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L•• (registered 2024-01-18)
Jan 17, 2024 · Advisor changed firm · fact
S••••• D•••• left H••••••••• F•••••••• A••••••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2022-06-02)
May 6, 2022 · 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address