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.
L••• M•••• G••••••
- Title
- President & CEOreportedpinaforewealth.comfirm site, Sep 16, 2026
- Business email
- lgabriel@pinaforewealth.comreportedpinaforewealth.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.
- P••••••• W••••• C•••••• I••• independent RIA currentsince Oct 10, 2014 · Durham, Nc
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedJun 19, 2012 to Oct 10, 2014 · Durham, Nc
- S••••• F•••••••• S•••••••• I••• formerNov 14, 2011 to Jun 19, 2012 · Durham, Nc
- K•••• C•••••• P•••••••• L•• formerFeb 15, 2011 to Nov 3, 2011 · Durham, Nc
- S••••••• F•••••••• S•••••••• I••• formerFeb 25, 2004 to Jan 11, 2011 · St Louis, Mo
- C•••••••• I••••••••• R••••••• A•••••••• I••• to P••••••• W••••• C•••••• I•••left Oct 10, 2014, registered Oct 10, 2014 (0 days) · Other
- S••••• F•••••••• S•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Jun 19, 2012, registered Jun 19, 2012 (0 days) · Other
- K•••• C•••••• P•••••••• L•• to S••••• F•••••••• S•••••••• I•••left Nov 3, 2011, registered Nov 14, 2011 (11 days) · Other
- S••••••• F•••••••• S•••••••• I••• to K•••• C•••••• P•••••••• L••left Jan 11, 2011, registered Feb 15, 2011 (35 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
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address