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••• C•••••• R•••••••
- L•• F•••••••• L•• BD affiliated currentsince Jan 7, 2026 · Farmington, Mi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedSep 24, 2010 to Jan 12, 2026 · Highland, Mi
- R•• C•••••• M••••••• L•• national BDJul 3, 2002 to Sep 16, 2003 · Birmingham, Mi
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to L•• F•••••••• L••left Jan 12, 2026, registered Jan 7, 2026 (-5 days) · Affiliated broker-dealer or bank to another · moved with a team
- R•• C•••••• M••••••• L•• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Sep 16, 2003, registered Sep 24, 2010 (2565 days) · Other
- J••• C•••••• R••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for L•• F•••••••• L•• (registered 2026-01-07)Jan 12, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address