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.
T••••• L•• C•••••••••
- Title
- Partner, Financial Advisorreportedsaswealthadvisors.comfirm site, Sep 16, 2026
- Business email
- thomas.christenbury@lpl.comreportedsaswealthadvisors.comfirm site, Sep 16, 2026
- Direct business phone
- 901-505-0123reportedsaswealthadvisors.comfirm site, Sep 16, 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.
- S•••••••• A••••••• S••••••• independent RIA currentsince Apr 27, 2017 · Memphis, Tn
- D••••••••• I••• formerAug 5, 2010 to Nov 16, 2012 · Memphis (Shelby), Tn
- S••••• A••• A•••• M••••••••• I••• formerJun 22, 2009 to Jul 14, 2010 · Birmingham, Al
- M••••• K••••• • C••••••• L•• formerJan 31, 2007 to Feb 3, 2009 · Memphis, Tn
- D••••••••• I••• to S•••••••• A••••••• S•••••••left Nov 16, 2012, registered Apr 27, 2017 (1623 days) · Other
- S••••• A••• A•••• M••••••••• I••• to D••••••••• I•••left Jul 14, 2010, registered Aug 5, 2010 (22 days) · Other
- M••••• K••••• • C••••••• L•• to S••••• A••• A•••• M••••••••• I•••left Feb 3, 2009, registered Jun 22, 2009 (139 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