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•••• R• E•••••
- Professional profile
- linkedin.com/in/teddy-ezzell-b3b58a4reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- W•••••• W••••• M••••••••• L•• i••••••••• wealth currentsince Jun 22, 2016 · Fort Collins, Co
- W•••••• W••••• M••••••••• L•• formerDec 17, 2014 to Jun 22, 2016 · Fort Collins, Co
- M••••••• I••••••••• N•••••• I••• BD affiliatedApr 15, 2010 to Dec 18, 2014 · Dallas, Tx
- W•••• F•••• A••••••• wirehouseJan 1, 2008 to Apr 20, 2010 · Fort Collins, Co
- A• G• E•••••• • S•••• I••• unclassifiedNov 2, 2001 to Jan 1, 2008 · Fort Collins, Co
- W•••••• W••••• M••••••••• L•• to W•••••• W••••• M••••••••• L••left Jun 22, 2016, registered Jun 22, 2016 (0 days) · corporate re-registration, not a move
- M••••••• I••••••••• N•••••• I••• to W•••••• W••••• M••••••••• L••left Dec 18, 2014, registered Dec 17, 2014 (-1 days) · Other
- W•••• F•••• A••••••• to M••••••• I••••••••• N•••••• I•••left Apr 20, 2010, registered Apr 15, 2010 (-5 days) · Other
- A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••left Jan 1, 2008, registered Jan 1, 2008 (0 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address