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.
- Title
- Senior Regional Directorreportedcogentbluewealth.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.
- C••••••••• independent RIA currentsince Jan 2, 2025 · Franklin, Tn
- W••••••••• A••••••• P••••••• L•• BD affiliatedAug 14, 2020 to Oct 4, 2021 · West Chester, Pa
- C•••••• O•• I••••••••• I••• formerMar 7, 2018 to Apr 13, 2020 · Brentwood, Tn
- E••••••• W••••• P••••••• formerApr 30, 2007 to Dec 31, 2018 · Franklin, Tn
- E••••••• W••••• P••••••• formerMar 4, 2004 to Apr 8, 2007 · Franklin, Tn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 9, 2002 to Oct 2, 2003 · Franklin, Tn
- W••••••••• A••••••• P••••••• L•• to C•••••••••left Oct 4, 2021, registered Jan 2, 2025 (1186 days) · RIA to RIA
- C•••••• O•• I••••••••• I••• to W••••••••• A••••••• P••••••• L••left Apr 13, 2020, registered Aug 14, 2020 (123 days) · RIA to RIA
- E••••••• W••••• P••••••• to C•••••• O•• I••••••••• I•••left Dec 31, 2018, registered Mar 7, 2018 (-299 days) · Other · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E••••••• W••••• P•••••••left Oct 2, 2003, registered Mar 4, 2004 (154 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
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address