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••••••• C••••••••
- M•••• • C••••• I•• BD affiliated currentsince Jul 17, 2026 · Jackson, Ms
- C•••• • P••••• independent RIAApr 17, 2009 to Jul 17, 2026 · Jackson, Ms
- C•••••••• G••••• M•••••• I••• BD affiliatedOct 2, 2007 to May 7, 2009 · Jackson, Ms
- C•••• • P••••• to M•••• • C••••• I••left Jul 17, 2026, registered Jul 17, 2026 (0 days) · RIA to affiliated broker-dealer or bank · moved with a team
- C•••••••• G••••• M•••••• I••• to C•••• • P•••••left May 7, 2009, registered Apr 17, 2009 (-20 days) · Other
- J•••• C••••••• C•••••••• left C•••• • P••••• for M•••• • C••••• I•• (registered 2026-07-17)Jul 17, 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