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.
D•••• R••• M••••••
- P•••••••• F••••••••• I••• independent RIA currentsince Jan 5, 2023 · Novi, Mi
- P•••••••• F•••••••• formerAug 9, 2021 to Jan 4, 2023 · Novi, Mi
- P•••••••• F••••••••• I••• independent RIAJun 19, 2021 to Aug 11, 2021 · Novi, Mi
- P•••••••• F••••••••• I••• independent RIADec 9, 2019 to Mar 11, 2021 · Southfield, Mi
- P•••••••• F•••••••• to P•••••••• F••••••••• I•••left Jan 4, 2023, registered Jan 5, 2023 (1 days) · channel change inside one enterprise, not a move
- P•••••••• F••••••••• I••• to P•••••••• F••••••••left Aug 11, 2021, registered Aug 9, 2021 (-2 days) · channel change inside one enterprise, not a move
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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address