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••• D•••••• P••••••

C••••• W•••••independent RIALa Jolla, CaIA-onlyIAPD 6573742

Feed of 09/14/2026

Also filed as L••• D P••••••

At current firm

3 y

since Jan 20, 2023

In the industry

10 y

since Oct 1, 2015 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Wealth Advisorreportedcanterwealth.comfirm site, Sep 15, 2026
Designations: CFP, CRPCreportedcanterwealth.comas printed on the bio page, Sep 16, 2026
Professional profile: canterwealth.com/luke-podburyreportedcanterwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••• W••••• independent RIA current
since Jan 20, 2023 · La Jolla, Ca
T•• R••••••••• G••••• L•• former
Dec 12, 2022 to Jan 23, 2023 · San Diego, Ca
F•• S••••••••• C••••••••• former
Nov 15, 2022 to Jan 10, 2023 · San Diego, Ca
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 5, 2018 to Sep 27, 2022 · Washington, Dc
C•••••• O•• A•••••••• L•• former
May 8, 2017 to Apr 23, 2018 · Herndon, Va

Moves

a registration end followed by a registration begin elsewhere

T•• R••••••••• G••••• L•• to C••••• W•••••
left Jan 23, 2023, registered Jan 20, 2023 (-3 days) · RIA to RIA
F•• S••••••••• C••••••••• to T•• R••••••••• G••••• L••
left Jan 10, 2023, registered Dec 12, 2022 (-29 days) · Affiliated broker-dealer or bank to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to F•• S••••••••• C•••••••••
left Sep 27, 2022, registered Nov 15, 2022 (49 days) · Wirehouse to affiliated broker-dealer or bank
C•••••• O•• A•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Apr 23, 2018, registered Jun 5, 2018 (43 days) · Affiliated broker-dealer or bank to wirehouse · moved with a team

Signals

L••• D•••••• P•••••• left T•• R••••••••• G••••• L•• for C••••• W••••• (registered 2023-01-20)
Jan 23, 2023 · Advisor changed firm · fact
L••• D•••••• P•••••• left F•• S••••••••• C••••••••• for T•• R••••••••• G••••• L•• (registered 2022-12-12)
Jan 10, 2023 · Advisor changed firm · fact
L••• D•••••• P•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F•• S••••••••• C••••••••• (registered 2022-11-15)
Sep 27, 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