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

L•••• G•••• V•••••••

C•••••• L••state registeredRichfield, MnIA-onlyIAPD 6192715

Certified Financial Planner

Feed of 09/14/2026

Also filed as Lindy Lee Edam

At current firm

5 y

since Dec 14, 2020

In the industry

12 y

since Mar 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C•••••• L•• state registered current
since Dec 14, 2020 · Richfield, Mn
O••••• I••••••••• A••••••• L•• independent RIA
Oct 20, 2021 to Dec 12, 2022 · Bloomington, Mn
O••••••••• institutional
Feb 21, 2019 to Nov 6, 2019 · Golden Valley, Mn
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Dec 14, 2018 to Feb 4, 2019 · Plymouth, Mn
W•••• F•••• A••••••• wirehouse
Mar 16, 2016 to Dec 3, 2018 · Wayzata, Mn
P••• A••••• S••••••••• L•• BD affiliated
Mar 24, 2014 to Oct 9, 2015 · Minnetonka, Mn

Moves

a registration end followed by a registration begin elsewhere

O••••• I••••••••• A••••••• L•• to no registered destination
left Dec 12, 2022 · Departure, no registered destination
O••••••••• to C•••••• L••
left Nov 6, 2019, registered Dec 14, 2020 (404 days) · Other
C•••••••• I••••••••• R••••••• A•••••••• I••• to O•••••••••
left Feb 4, 2019, registered Feb 21, 2019 (17 days) · Other
W•••• F•••• A••••••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Dec 3, 2018, registered Dec 14, 2018 (11 days) · Wirehouse to affiliated broker-dealer or bank
P••• A••••• S••••••••• L•• to W•••• F•••• A•••••••
left Oct 9, 2015, registered Mar 16, 2016 (159 days) · Other

Signals

L•••• G•••• V••••••• no longer registered at O••••• I••••••••• A••••••• L••; no later IA registration on IAPD
Dec 12, 2022 · Advisor departure · 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: STATE REGISTEREDderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address