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.
D••••• R•••• W•••••
- Title
- Chief Executive Officerreportedwalkerassetmanagement.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.
- W••••• A•••• M••••••••• L•• independent RIA currentsince Oct 24, 2016 · Verona, Mo
- S••••••••• C•••••• M••••••••• L•• formerFeb 25, 2014 to Sep 13, 2016 · Springfield, Mo
- S••••••••• A•••• M••••••••• L•• formerAug 9, 2013 to Feb 17, 2017 · Springfield, Mo
- W•••• F•••• A••••••• wirehouseMar 2, 2007 to Aug 21, 2013 · Springfield, Mo
- M••••• S•••••• D• I••• unclassifiedFeb 27, 2001 to Mar 5, 2007 · Springfield, Mo
- S••••••••• A•••• M••••••••• L•• to S••••••••• C•••••• M••••••••• L••left Feb 17, 2017, registered Feb 25, 2014 (-1088 days) · Other
- S••••••••• C•••••• M••••••••• L•• to W••••• A•••• M••••••••• L••left Sep 13, 2016, registered Oct 24, 2016 (41 days) · Other
- W•••• F•••• A••••••• to S••••••••• A•••• M••••••••• L••left Aug 21, 2013, registered Aug 9, 2013 (-12 days) · Other
- M••••• S•••••• D• I••• to W•••• F•••• A•••••••left Mar 5, 2007, registered Mar 2, 2007 (-3 days) · Other
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