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.
A••••• L•••• G••••••
- Title
- Wealth Advisorreportednovemgroup.comfirm site, Sep 15, 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•••• G•••• independent RIA currentsince Oct 26, 2020 · Port St Lucie, Fl
- T•• A•••••••• I••• BD affiliatedFeb 19, 2010 to Apr 4, 2019 · Duluth, Ga
- P•••• S••••••••• L•• no RAUMApr 17, 2003 to Apr 13, 2009 · Atlanta, Ga
- T•• A•••••••• I••• to N•••• G••••left Apr 4, 2019, registered Oct 26, 2020 (571 days) · Affiliated broker-dealer or bank to independent RIA
- P•••• S••••••••• L•• to T•• A•••••••• I•••left Apr 13, 2009, registered Feb 19, 2010 (312 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
- 42derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address