RIA Intelligence
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R••••• L•••••• N•••
- Business email
- rnash@cisinvest.comreportedWWW.CISINVEST.COMfirm site, Sep 16, 2026
- Direct business phone
- 214-762-4277reportedWWW.CISINVEST.COMfirm site, Sep 16, 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.
- C••••••••• I•••••••• S•••••••• I••• independent RIA currentsince Oct 15, 2020 · Longview, Wa
- B• R•••• W••••• M••••••••• formerMar 28, 2018 to May 12, 2020 · Dallas, Tx
- H•••••• S••••••••• I••• BD affiliatedMay 22, 1995 to Feb 7, 2018 · Dallas, Tx
- B• R•••• W••••• M••••••••• to C••••••••• I•••••••• S•••••••• I•••left May 12, 2020, registered Oct 15, 2020 (156 days) · Affiliated broker-dealer or bank to independent RIA
- H•••••• S••••••••• I••• to B• R•••• W••••• M•••••••••left Feb 7, 2018, registered Mar 28, 2018 (49 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