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••• R•••• M••••••••
- A•••• A••••••••• L•• state registered currentsince Jan 1, 2025 · Northville, Mi
- E•• A••••••• L•• unclassifiedApr 20, 2011 to Jan 20, 2015 · Southfield, Mi
- I••••••••• R••••••• C••• independent RIAAug 11, 2010 to Apr 27, 2011 · Southfield, Mi
- E•• A••••••• L•• to A•••• A••••••••• L••left Jan 20, 2015, registered Jan 1, 2025 (3634 days) · Other
- I••••••••• R••••••• C••• to E•• A••••••• L••left Apr 27, 2011, registered Apr 20, 2011 (-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
- STATE REGISTEREDderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address