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.
P••• T••••• R••••••••
- Title
- Partner, Centerpoint Strategiesreportedeversourcewealthadvisors.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.
- E••••••••• W••••• A•••••••• L•• independent RIA currentsince Nov 16, 2022 · Scottsdale, Az
- E•••••••• A•••••••• L•• national BDSep 7, 2011 to Nov 8, 2022 · Phoenix, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Sep 6, 2011 · Scottsdale, Az
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJan 23, 2008 to Oct 23, 2009 · Scottsdale, Az
- E•••••••• A•••••••• L•• to E••••••••• W••••• A•••••••• L••left Nov 8, 2022, registered Nov 16, 2022 (8 days) · Affiliated broker-dealer or bank to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to E•••••••• A•••••••• L••left Sep 6, 2011, registered Sep 7, 2011 (1 days) · Wirehouse to affiliated broker-dealer or bank
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- P••• T••••• R•••••••• left E•••••••• A•••••••• L•• for E••••••••• W••••• A•••••••• L•• (registered 2022-11-16)Nov 8, 2022 · 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
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address