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

Lindsey Danae Swanson

We Financial Groupindependent RIASan Francisco, Ca IA-onlyIAPD 6256916

Certified Financial Planner

Feed of 09/15/2026

Also filed as Lindsey Danae Swanson

At current firm

1 y

since Jul 2, 2025

In the industry

10 y

since May 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

We Financial Group independent RIA current
since Jul 2, 2025 · Oakland, Ca
Brio Financial Group independent RIA
May 26, 2023 to Apr 7, 2025 · San Francisco, Ca
Real Wealth Planning state registered
Nov 7, 2022 to Aug 14, 2023 · Sunset Valley, Tx
Stripper Financial Planning unclassified
Dec 16, 2021 to Jun 16, 2023 · Whitethorn, Ca
Origin Investment Advisory LLC independent RIA
Jun 24, 2021 to Jan 28, 2022 · Whitethorn, Ca
Intentional Wealth Partners state registered
Apr 13, 2021 to Jan 14, 2022 · Whitethorn, Ca
Brightscape Investment Centers state registered
Oct 15, 2020 to Jun 2, 2021 · Scottsdale, Az
Pittenger & Anderson Inc independent RIA
Sep 30, 2016 to Sep 28, 2017 · Lincoln, Ne

Moves

a registration end followed by a registration begin elsewhere

Brio Financial Group to We Financial Group
left Apr 7, 2025, registered Jul 2, 2025 (86 days) · RIA to RIA
Real Wealth Planning to Brio Financial Group
left Aug 14, 2023, registered May 26, 2023 (-80 days) · Other
Stripper Financial Planning to Real Wealth Planning
left Jun 16, 2023, registered Nov 7, 2022 (-221 days) · Other
Origin Investment Advisory LLC to Stripper Financial Planning
left Jan 28, 2022, registered Dec 16, 2021 (-43 days) · Other
Intentional Wealth Partners to Origin Investment Advisory LLC
left Jan 14, 2022, registered Jun 24, 2021 (-204 days) · Other
Brightscape Investment Centers to Intentional Wealth Partners
left Jun 2, 2021, registered Apr 13, 2021 (-50 days) · Other
Pittenger & Anderson Inc to Brightscape Investment Centers
left Sep 28, 2017, registered Oct 15, 2020 (1113 days) · Other

Signals

Lindsey Danae Swanson left Brio Financial Group for We Financial Group (registered 2025-07-02)
Apr 7, 2025 · Advisor changed firm · fact
Lindsey Danae Swanson left Real Wealth Planning for Brio Financial Group (registered 2023-05-26)
Aug 14, 2023 · Advisor changed firm · fact
Lindsey Danae Swanson left Stripper Financial Planning for Real Wealth Planning (registered 2022-11-07)
Jun 16, 2023 · Advisor changed firm · fact
Lindsey Danae Swanson left Origin Investment Advisory Llc for Stripper Financial Planning (registered 2021-12-16)
Jan 28, 2022 · Advisor changed firm · fact
Lindsey Danae Swanson left Intentional Wealth Partners for Origin Investment Advisory Llc (registered 2021-06-24)
Jan 14, 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: Independent wealth managerderived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address