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•••• M•••••• B••••
- M••••• S•••••• wirehouse currentsince Feb 23, 2026 · Boca Raton, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJun 3, 2016 to Feb 23, 2026 · Boca Raton, Fl
- M••••• S•••••• wirehouseDec 22, 2009 to Jun 30, 2016 · Boca Raton, Fl
- S••••••••• A•••••• A•••••••• I••• formerDec 19, 2005 to Dec 3, 2009 · Boca Raton, Fl
- B•••• F•••••••• G•••• I•• unclassifiedJan 26, 2005 to May 2, 2006 · Boca Raton, Fl
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Feb 23, 2026, registered Feb 23, 2026 (0 days) · Wirehouse to wirehouse · moved with a team
- M••••• S•••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jun 30, 2016, registered Jun 3, 2016 (-27 days) · Wirehouse to wirehouse · moved with a team
- S••••••••• A•••••• A•••••••• I••• to M••••• S••••••left Dec 3, 2009, registered Dec 22, 2009 (19 days) · Other
- B•••• F•••••••• G•••• I•• to S••••••••• A•••••• A•••••••• I•••left May 2, 2006, registered Dec 19, 2005 (-134 days) · Other
- J•••• M•••••• B•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M••••• S•••••• (registered 2026-02-23)Feb 23, 2026 · 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
- Wirehousederived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address