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.
T•••• J• F••••
- C••••••• institutional currentsince Feb 7, 2025 · Alexandria, Va
- C••••••• W••••• M••••••••• I••• formerAug 24, 2015 to Feb 6, 2025 · Alexandria, Va
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseJan 29, 2014 to Jul 7, 2015 · Virginia Beach, Va
- H•••••• • W•••• A•••• M••••••••• I••• BD affiliatedMar 27, 2012 to Jan 17, 2014 · Parsippany, Nj
- B••••• W••••• M••••••••• L•• formerMar 15, 2011 to Jul 27, 2011 · Hackensack, Nj
- F•••• H•••••• A•••••••• I•• formerJan 28, 2004 to Sep 25, 2006 · Richmond, Va
- U•• F•••••••• S••••••• I••• wirehouseJul 31, 2001 to Jan 12, 2004 · Vienna, Va
- C••••••• W••••• M••••••••• I••• to C•••••••left Feb 6, 2025, registered Feb 7, 2025 (1 days) · Other · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••••• W••••• M••••••••• I•••left Jul 7, 2015, registered Aug 24, 2015 (48 days) · Other
- H•••••• • W•••• A•••• M••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jan 17, 2014, registered Jan 29, 2014 (12 days) · Other
- B••••• W••••• M••••••••• L•• to H•••••• • W•••• A•••• M••••••••• I•••left Jul 27, 2011, registered Mar 27, 2012 (244 days) · Other
- F•••• H•••••• A•••••••• I•• to B••••• W••••• M••••••••• L••left Sep 25, 2006, registered Mar 15, 2011 (1632 days) · Other
- U•• F•••••••• S••••••• I••• to F•••• H•••••• A•••••••• I••left Jan 12, 2004, registered Jan 28, 2004 (16 days) · Other
- Tyler J Frech left Campbell Wealth Management, Inc. for Captrust (registered 2025-02-07)Feb 6, 2025 · 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
- Institutional managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address