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.
C••••• R•• B•••••••
- Business email
- cheree@collectivewealthadvisors.comreportedcollectivewealthadvisors.comfirm site, Sep 17, 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••••••••• W••••• A••••••• L•• independent RIA currentsince Sep 1, 2024 · Coppell, Tx
- B••••••• F•••••••• P•••••••• L•• unclassifiedJan 3, 2012 to Dec 31, 2024 · Lake Charles, La
- S••••••• F•••••••• S•••••••• I••• formerAug 20, 2003 to Dec 31, 2011 · Lake Charles, La
- N•• E•••••• S••••••••• C••••••••• formerJul 25, 2002 to Aug 7, 2003 · Lakes Charles, La
- S••••••••• S••••••••• I••• unclassifiedJun 29, 1998 to May 22, 2002 · Lake Charles, La
- B••••••• F•••••••• P•••••••• L•• to C••••••••• W••••• A••••••• L••left Dec 31, 2024, registered Sep 1, 2024 (-121 days) · Other · moved with a team
- S••••••• F•••••••• S•••••••• I••• to B••••••• F•••••••• P•••••••• L••left Dec 31, 2011, registered Jan 3, 2012 (3 days) · Other
- N•• E•••••• S••••••••• C••••••••• to S••••••• F•••••••• S•••••••• I•••left Aug 7, 2003, registered Aug 20, 2003 (13 days) · Other
- S••••••••• S••••••••• I••• to N•• E•••••• S••••••••• C•••••••••left May 22, 2002, registered Jul 25, 2002 (64 days) · Other
- C••••• R•• B••••••• left B••••••• F•••••••• P•••••••• L•• for C••••••••• W••••• A••••••• L•• (registered 2024-09-01)Dec 31, 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address