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.
G••••• J•••• K••••••
- Business email
- gkimball@needhamadvisory.comreportedneedhamadvisory.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.
- N•••••• A••••••• C••••••••• independent RIA currentsince Sep 26, 2018 · North Andover, Ma
- K•••••• C•••••• M••••••••• L•• unclassifiedFeb 23, 2016 to Oct 16, 2018 · Lexington, Ma
- H••••• P•••• C•••••• M••••••••• L•• state registeredJun 8, 2015 to Jan 29, 2016 · Woburn, Ma
- C•••••• S••••••• A••••••• L•• formerMar 10, 2014 to Aug 18, 2014 · Boston, Ma
- J••• M••••• P•••••• W••••• A••••••• L•• formerSep 17, 2012 to Apr 3, 2013 · San Francisco, Ca
- C••••••• M••••••••• A•••••••• I••• unclassifiedSep 8, 2003 to Feb 23, 2005 · Boston, Ma
- K•••••• C•••••• M••••••••• L•• to N•••••• A••••••• C•••••••••left Oct 16, 2018, registered Sep 26, 2018 (-20 days) · Other
- H••••• P•••• C•••••• M••••••••• L•• to K•••••• C•••••• M••••••••• L••left Jan 29, 2016, registered Feb 23, 2016 (25 days) · Other
- C•••••• S••••••• A••••••• L•• to H••••• P•••• C•••••• M••••••••• L••left Aug 18, 2014, registered Jun 8, 2015 (294 days) · Other
- J••• M••••• P•••••• W••••• A••••••• L•• to C•••••• S••••••• A••••••• L••left Apr 3, 2013, registered Mar 10, 2014 (341 days) · Other
- C••••••• M••••••••• A•••••••• I••• to J••• M••••• P•••••• W••••• A••••••• L••left Feb 23, 2005, registered Sep 17, 2012 (2763 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address