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
Nichole Renee Zahner
Certified Financial Planner
Feed of 09/14/2026
Also filed as Nichole Mead
At current firm
0 y
since Nov 3, 2025
In the industry
11 y
since Dec 1, 2014 (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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Integrity Alliance, LLC BD affiliated currentsince Nov 3, 2025 · Austin, Tx
- Riskbridge Advisors, LLC mixed wealthMar 20, 2025 to Jun 30, 2026 · Eugene, Or
- Lion Street Advisors, LLC formerFeb 24, 2020 to Nov 3, 2025 · Eugene, Or
- American Independent Securities Group, LLC independent RIAFeb 26, 2018 to Feb 24, 2020 · Eagle, Id
Moves
a registration end followed by a registration begin elsewhere
- Riskbridge Advisors, LLC to Integrity Alliance, LLCleft Jun 30, 2026, registered Nov 3, 2025 (-239 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Lion Street Advisors, LLC to Riskbridge Advisors, LLCleft Nov 3, 2025, registered Mar 20, 2025 (-228 days) · Affiliated broker-dealer or bank to independent RIA
- American Independent Securities Group, LLC to Lion Street Advisors, LLCleft Feb 24, 2020, registered Feb 24, 2020 (0 days) · RIA to affiliated broker-dealer or bank
Signals
- Nichole Renee Zahner left Riskbridge Advisors, Llc for Integrity Alliance, Llc (registered 2025-11-03)Jun 30, 2026 · Advisor changed firm · fact
- Nichole Renee Zahner left Lion Street Advisors, Llc for Riskbridge Advisors, Llc (registered 2025-03-20)Nov 3, 2025 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address