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••• S•••••• F•••••
- Title
- President & CEOreportedmidamericanwealthadvisory.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.
- M••••••••• W••••• A••••••• G•••• independent RIA currentsince Mar 31, 2021 · Kansas City, Mo
- S•••• I••••• S••••••••• L•• independent RIAApr 16, 2015 to Jun 1, 2021 · Overland Park, Ks
- I•••••••• C•••••• A••••••• formerJan 4, 2010 to Nov 16, 2015 · Lynnfield, Ma
- I•••••••• C•••••• A••••••• formerJan 12, 2005 to Dec 31, 2009 · Tustin, Ca
- E•••••• P•••• A••••••• I••• unclassifiedJul 6, 1998 to Dec 31, 2004 · Weston, Mo
- S•••• I••••• S••••••••• L•• to M••••••••• W••••• A••••••• G••••left Jun 1, 2021, registered Mar 31, 2021 (-62 days) · Other
- I•••••••• C•••••• A••••••• to S•••• I••••• S••••••••• L••left Nov 16, 2015, registered Apr 16, 2015 (-214 days) · Other
- E•••••• P•••• A••••••• I••• to I•••••••• C•••••• A•••••••left Dec 31, 2004, registered Jan 12, 2005 (12 days) · corporate re-registration, not a move
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