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.
R•••• W••••• S••••
- O•••• I••••••••• I••• BD affiliated currentsince May 20, 2025 · Valdosta, Ga
- O•••• W•••••• I••• BD affiliatedJun 14, 2024 to Aug 29, 2025 · Valdosta, Ga
- S••••••••• A•••••• A•••••••• I••• formerSep 18, 2020 to Jun 14, 2024 · Valdosta, Ga
- S•• A•••••••• I••• formerMay 16, 2018 to Sep 18, 2020 · Valdosta, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJan 2, 2009 to Apr 20, 2018 · Valdosta, Ga
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedApr 23, 2003 to Jan 2, 2009 · Valdosta, Ga
- O•••• W•••••• I••• to O•••• I••••••••• I•••left Aug 29, 2025, registered May 20, 2025 (-101 days) · Affiliated broker-dealer or bank to another
- S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- S•• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Sep 18, 2020, registered Sep 18, 2020 (0 days) · corporate re-registration, not a move
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to S•• A•••••••• I•••left Apr 20, 2018, registered May 16, 2018 (26 days) · Affiliated broker-dealer or bank to another
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jan 2, 2009, registered Jan 2, 2009 (0 days) · corporate re-registration, not a move
- R•••• W••••• S•••• left O•••• W•••••• I••• for O•••• I••••••••• I••• (registered 2025-05-20)Aug 29, 2025 · Advisor changed firm · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address