DFX Intelligence

RIA Intelligence

Advisors

Advisors registered through Lnw

Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.

AdvisorFirmBranchHere sinceIn industryPrior firmsStates
Diana Suzanne Shiner
Lnw independent RIASeattle, WaDec 3, 202520 y11
Ryan Sprayberry
Certified Financial Planner
Lnw independent RIASeattle, WaJun 30, 202610 y01
Megan Valerie Tom
Certified Financial Planner
Lnw independent RIANew York, NyNov 14, 201711 y03
C•••• C•••••• W••••
L•• independent RIASeattle, WaDec 3, 202516 y11
A••• E••••• W••••••
L•• independent RIASeattle, WaAug 14, 202610 y11
K••• A••• W•••••••••
L•• independent RIASan Francisco, CaMar 31, 201620 y02
K•••••• B••• W•••••
L•• independent RIASeattle, WaDec 3, 202510 y11
L••••• M••••••• W•••
Certified Financial Planner
L•• independent RIASeattle, WaSep 19, 202314 y03
S•••• M•••• Z••••
L•• independent RIASeattle, WaDec 3, 202512 y11

The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.

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59 advisors match.