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.
Keith Lee Becker
- Title
- Managing Partner of Private Index Wealth Managementreportedmyinsightadvisors.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.
- Insight Advisors, LLC independent RIA currentsince Jun 30, 2017 · Newtown, Pa
- Wells Fargo Advisors wirehouseSep 20, 2012 to Jul 10, 2017 · Philadelphia, Pa
- A. G. Edwards & Sons, Inc. unclassifiedOct 14, 2003 to Dec 19, 2003 · Princeton, Nj
- Wells Fargo Advisors to Insight Advisors, LLCleft Jul 10, 2017, registered Jun 30, 2017 (-10 days) · Other
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Dec 19, 2003, registered Sep 20, 2012 (3198 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