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.
P••••• R•••• B•••••
- Direct business phone
- 704-442-0047reportedmuirfieldwealth.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.
- M•••••••• W••••• A••••••• L•• independent RIA currentsince Sep 30, 2021 · Charlotte, Nc
- C•••••• F•••••••• A••••••••• I•• formerApr 17, 2019 to Sep 30, 2021 · Charlotte, Nc
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Apr 15, 2019 · Charlotte, Nc
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedFeb 10, 2006 to Jan 2, 2009 · Charlotte, Nc
- W••••••••• A••••••• unclassifiedAug 23, 2004 to Feb 1, 2006 · Charlotte, Nc
- C•••••• F•••••••• A••••••••• I•• to M•••••••• W••••• A••••••• L••left Sep 30, 2021, registered Sep 30, 2021 (0 days) · RIA to a newly registered adviser · moved with a team
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C•••••• F•••••••• A••••••••• I••left Apr 15, 2019, registered Apr 17, 2019 (2 days) · Affiliated broker-dealer or bank to independent RIA
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- W••••••••• A••••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Feb 1, 2006, registered Feb 10, 2006 (9 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