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••••••• E•••••• H••••••

N••••• W••••• P•••••••independent RIABonita Springs, FlIA-onlyIAPD 712122

Feed of 09/14/2026

Also filed as Laurie Hulbert

At current firm

0 y

since Jan 1, 2026

In the industry

19 y

since Jul 5, 2007 (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

Professional profile

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

Title: Vice President, Investments & Planningreportednapleswealthplanning.comfirm site, Sep 16, 2026
Professional profile: napleswealthplanning.com/team-member/laurence-hulbertreportednapleswealthplanning.comfirm site, Sep 16, 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

N••••• W••••• P••••••• independent RIA current
since Jan 1, 2026 · Bonita Springs, Fl
I•••••• W••••• L•• independent RIA
Jul 1, 2024 to Sep 30, 2024 · Naples, Fl
I•••••• W••••• L•• independent RIA
Jul 14, 2023 to Jun 17, 2024 · Mount Pleasant, Sc
L•••••• W••••• M••••••••• L•• independent RIA
Nov 23, 2020 to Aug 4, 2023 · Naples, Fl
C••••••••• F••••••••• L•• former
Apr 6, 2018 to Dec 31, 2020 · N•••••, Fl
M•• I••••••••• M••••••••• C•••• former
Jul 5, 2007 to Apr 1, 2011 · N•••••, Fl

Moves

a registration end followed by a registration begin elsewhere

I•••••• W••••• L•• to N••••• W••••• P•••••••
left Sep 30, 2024, registered Jan 1, 2026 (458 days) · RIA to RIA · moved with a team
L•••••• W••••• M••••••••• L•• to I•••••• W••••• L••
left Aug 4, 2023, registered Jul 14, 2023 (-21 days) · RIA to RIA · moved with a team
C••••••••• F••••••••• L•• to L•••••• W••••• M••••••••• L••
left Dec 31, 2020, registered Nov 23, 2020 (-38 days) · RIA to RIA · moved with a team
M•• I••••••••• M••••••••• C•••• to C••••••••• F••••••••• L••
left Apr 1, 2011, registered Apr 6, 2018 (2562 days) · Other

Signals

L••••••• E•••••• H•••••• left I•••••• W••••• L•• for N••••• W••••• P••••••• (registered 2026-01-01)
Sep 30, 2024 · Advisor changed firm · fact
L••••••• E•••••• H•••••• left L•••••• W••••• M••••••••• L•• for I•••••• W••••• L•• (registered 2023-07-14)
Aug 4, 2023 · 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: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address