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.
J•••••• K•• F•••••••
- P••••••• A•••••••• L•• independent RIA currentsince Jul 2, 2026 · Coral Springs, Fl
- E•••• F•••••••• G•••• formerJan 3, 2023 to Aug 11, 2026 · West Palm Beach, Fl
- R•••• C•••••• M••••••••• L•• formerMar 27, 2015 to Feb 13, 2023 · Boca Raton, Fl
- E•••• F•••••••• G•••• to P••••••• A•••••••• L••left Aug 11, 2026, registered Jul 2, 2026 (-40 days) · RIA to RIA · moved with a team
- R•••• C•••••• M••••••••• L•• to E•••• F•••••••• G••••left Feb 13, 2023, registered Jan 3, 2023 (-41 days) · RIA to RIA
- J•••••• K•• F••••••• left E•••• F•••••••• G•••• for P••••••• A•••••••• L•• (registered 2026-07-02)Aug 11, 2026 · Advisor changed firm · fact
- J•••••• K•• F••••••• left R•••• C•••••• M••••••••• L•• for E•••• F•••••••• G•••• (registered 2023-01-03)Feb 13, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address