RIA Intelligence

Title

Founderreportedcramerandrauchegger.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••••• • R••••••••• I••• independent RIA current
  since Dec 11, 2015 · Maitland, Fl
• K•••• M••••••••• former
  Oct 20, 2008 to Dec 31, 2015 · Ponte Vedra Beach, Fl
• Q•• F•••••••• L•• unclassified
  Sep 20, 2004 to Sep 10, 2008 · Winter Park, Fl
• T••••••••• F•••••••• A•••••••• L•• BD affiliated
  Jan 29, 2003 to Aug 27, 2004 · Winter Park, Fl

• K•••• M••••••••• to C••••• • R••••••••• I•••
  left Dec 31, 2015, registered Dec 11, 2015 (-20 days) · Other · moved with a team
• Q•• F•••••••• L•• to K•••• M•••••••••
  left Sep 10, 2008, registered Oct 20, 2008 (40 days) · Other
• T••••••••• F•••••••• A•••••••• L•• to Q•• F•••••••• L••
  left Aug 27, 2004, registered Sep 20, 2004 (24 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

27derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address