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.
F•••• C•••••• M•••••••••
- F•••• N••••••• A•••••••• L•• mixed wealth currentsince Jul 29, 2026 · Kansas City, Mo
- T•••• W••••• M••••••• formerNov 6, 2015 to Jan 3, 2022 · Kansas City, Mo
- T•••• W••••• M••••••• to F•••• N••••••• A•••••••• L••left Jan 3, 2022, registered Jul 29, 2026 (1668 days) · Other · moved with a team
- F•••• C•••••• M••••••••• left T•••• W••••• M••••••• for F•••• N••••••• A•••••••• L•• (registered 2026-07-29)Jan 3, 2022 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address