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•••• S••••• W••••••
- Title
- Founder & Chief Executive Officerreportedvaluewealthservices.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.
- D•• A•••••• G••••• I••• independent RIA currentsince Jan 5, 2022 · Annapolis, Md
- V••••••••• S•••••••• L•• independent RIA currentsince Aug 30, 2019 · Annapolis, Md
- T•• I•••••••• independent RIAMay 10, 2019 to Mar 12, 2020 · Annapolis, Md
- I•••••••• F•• W••••• A•••••••• I••• formerMar 15, 2017 to Apr 30, 2019 · Annapolis, Md
- S••••• M••••••••• independent RIANov 29, 2016 to Jan 3, 2017 · Annapolis, Md
- C•••••• W••••• M••••••••• formerAug 9, 2012 to Jun 19, 2017 · Dunkirk, Md
- B••••••••• L•• formerNov 4, 2008 to Aug 13, 2012 · Dunkirk, Md
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedApr 13, 2004 to Aug 15, 2008 · Dunkirk, Md
- L••• M•••• W••• W•••••• I••••••••• unclassifiedFeb 13, 2002 to Apr 6, 2004 · Dunkirk, Md
- T•• I•••••••• to V••••••••• S•••••••• L••left Mar 12, 2020, registered Aug 30, 2019 (-195 days) · RIA to RIA · moved with a team
- I•••••••• F•• W••••• A•••••••• I••• to T•• I••••••••left Apr 30, 2019, registered May 10, 2019 (10 days) · RIA to RIA · moved with a team
- C•••••• W••••• M••••••••• to S••••• M•••••••••left Jun 19, 2017, registered Nov 29, 2016 (-202 days) · Other
- S••••• M••••••••• to I•••••••• F•• W••••• A•••••••• I•••left Jan 3, 2017, registered Mar 15, 2017 (71 days) · Other
- B••••••••• L•• to C•••••• W••••• M•••••••••left Aug 13, 2012, registered Aug 9, 2012 (-4 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to B••••••••• L••left Aug 15, 2008, registered Nov 4, 2008 (81 days) · Other
- L••• M•••• W••• W•••••• I••••••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Apr 6, 2004, registered Apr 13, 2004 (7 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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address