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.
M••• J••••••• M••••••
- M•• A••••••• G•••• L•• independent RIA currentsince Oct 21, 2025 · Liverpool, Ny
- I•• F•••••••• S•••••••• I•• independent RIAFeb 19, 2021 to Dec 19, 2025 · Liverpool, Ny
- M•• I•••••••• S•••••••• L•• BD affiliatedMay 15, 2013 to Feb 23, 2021 · Syracuse, Ny
- I•• F•••••••• S•••••••• I•• to M•• A••••••• G•••• L••left Dec 19, 2025, registered Oct 21, 2025 (-59 days) · RIA to a newly registered adviser · moved with a team
- M•• I•••••••• S•••••••• L•• to I•• F•••••••• S•••••••• I••left Feb 23, 2021, registered Feb 19, 2021 (-4 days) · Affiliated broker-dealer or bank to independent RIA
- Mark Jonathan Mahshie left Ibn Financial Services, Inc for Mpm Advisors Group Llc (registered 2025-10-21)Dec 19, 2025 · 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
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address