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.
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D•••••• P•••• M•••••
- Title
- Managing Partnerreportedgratuswealthadvisors.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.
- G••••• W••••• A••••••• L•• independent RIA currentsince Jan 23, 2024 · Virginia Beach, Va
- N•••••• A••••••• BD affiliatedNov 17, 2021 to Feb 1, 2024 · New Orleans, La
- T••••• A••••••• S•••••••• I••• BD affiliatedMar 2, 2021 to Nov 17, 2021 · Atlanta, Ga
- B••• S••••••••• L•• formerJan 2, 2013 to Mar 2, 2021 · Virginia Beach, Va
- S•••• • S••••••••• L•• formerJan 3, 2008 to Jan 2, 2013 · Virginia Beach, Va
- B••• I••••••••• S•••••••• I••• formerMar 2, 2004 to Jan 2, 2008 · Charlotte, Nc
- B••• A•••• M••••••••• I••• unclassifiedMar 12, 2003 to Mar 2, 2004 · Raleigh, Nc
- N•••••• A••••••• to G••••• W••••• A••••••• L••left Feb 1, 2024, registered Jan 23, 2024 (-9 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- T••••• A••••••• S•••••••• I••• to N•••••• A•••••••left Nov 17, 2021, registered Nov 17, 2021 (0 days) · Affiliated broker-dealer or bank to another
- B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••left Mar 2, 2021, registered Mar 2, 2021 (0 days) · corporate re-registration, not a move
- S•••• • S••••••••• L•• to B••• S••••••••• L••left Jan 2, 2013, registered Jan 2, 2013 (0 days) · corporate re-registration, not a move
- B••• I••••••••• S•••••••• I••• to S•••• • S••••••••• L••left Jan 2, 2008, registered Jan 3, 2008 (1 days) · Other
- B••• A•••• M••••••••• I••• to B••• I••••••••• S•••••••• I•••left Mar 2, 2004, registered Mar 2, 2004 (0 days) · Other
- D•••••• P•••• M••••• left N•••••• A••••••• for G••••• W••••• A••••••• L•• (registered 2024-01-23)Feb 1, 2024 · 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
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address