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.
M•••••• M•••• G•••••
- Title
- Chief Executive Officerreportedglazerfinancial.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.
- G•• C•••••• M••••••••• independent RIA currentsince Aug 1, 2006 · Richardson, Tx
- F•• S••••••••• C••••••••• formerDec 3, 2002 to Jun 16, 2006 · Alpharetta, Ga
- I•• A••••••• S••••••• I•• unclassifiedOct 24, 1994 to Nov 18, 2002 · Dallas, Tx
- F•• S••••••••• C••••••••• to G•• C•••••• M•••••••••left Jun 16, 2006, registered Aug 1, 2006 (46 days) · Other
- I•• A••••••• S••••••• I•• to F•• S••••••••• C•••••••••left Nov 18, 2002, registered Dec 3, 2002 (15 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