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.
- Professional profile
- linkedin.com/in/john-ohl-83050026reportedadviserinfo.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.
- Bay Colony Advisors independent RIA currentsince Jan 28, 2010 · Concord, Ma
- Tlg Advisors, Inc. BD affiliatedOct 29, 2008 to Oct 14, 2010 · Waltham, Ma
- Ic Advisory Services, Inc. formerJun 16, 2008 to Oct 27, 2008 · Waltham, Ma
- Tlg Advisors, Inc. to Bay Colony Advisorsleft Oct 14, 2010, registered Jan 28, 2010 (-259 days) · Other
- Ic Advisory Services, Inc. to Tlg Advisors, Inc.left Oct 27, 2008, registered Oct 29, 2008 (2 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
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address