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.
D•••• N•• B••••••••
- T•• A••••• G••••• asset manager currentsince May 8, 2024 · New York, Ny
- T•• S•••••••• A••••••• asset manager currentsince Apr 5, 2021 · Fort Worth, Tx
- T•• C•••••• A•••••••• L•• asset manager currentsince Jun 18, 2019 · Fort Worth, Tx
- T•• G••••• A•••••••• L•• asset manager currentsince Jun 18, 2019 · Fort Worth, Tx
- T•• R• F•••••• T•••• M••••••••• L••• asset manager currentsince Jun 18, 2019 · Fort Worth, Tx
- T•• R••• E••••• A•••••••• L•• asset manager currentsince Jun 18, 2019 · Fort Worth, Tx
- T•• P•• A•••••••• L•• formerJul 12, 2022 to Nov 4, 2025 · Fort Worth, Tx
- T•• P•• A•••••••• L•• formerJun 18, 2019 to Dec 31, 2021 · Fort Worth, Tx
- S•••• S••••• A•••••••• L•• asset managerNov 23, 2011 to Dec 31, 2012 · Dallas, Tx
- S•••• S••••• S•••••••• L•••••• A•••••••• L•• asset managerApr 28, 2011 to Dec 10, 2020 · Dallas, Tx
- T•• C••••••• L••• formerApr 21, 2008 to Mar 9, 2012 · Forth Worth, Tx
- T•• P•• A•••••••• L•• to T•• A••••• G•••••left Nov 4, 2025, registered May 8, 2024 (-545 days) · Other
- T•• P•• A•••••••• L•• to T•• C•••••• A•••••••• L••left Dec 31, 2021, registered Jun 18, 2019 (-927 days) · channel change inside one enterprise, not a move
- S•••• S••••• S•••••••• L•••••• A•••••••• L•• to S•••• S••••• A•••••••• L••left Dec 10, 2020, registered Nov 23, 2011 (-3305 days) · channel change inside one enterprise, not a move · moved with a team
- S•••• S••••• A•••••••• L•• to T•• P•• A•••••••• L••left Dec 31, 2012, registered Jun 18, 2019 (2360 days) · Other
- T•• C••••••• L••• to S•••• S••••• S•••••••• L•••••• A•••••••• L••left Mar 9, 2012, registered Apr 28, 2011 (-316 days) · Other
- D•••• N•• B•••••••• left T•• P•• A•••••••• L•• for T•• A••••• G••••• (registered 2024-05-08)Nov 4, 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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address