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.
J••• S••••••• T••••
- Title
- Investment Adviser Representativereported401kmaneuver.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.
- R•••• F••• M••••••••• L•• independent RIA currentsince Aug 26, 2013 · Richmond, Va
- A••••• I••••••••• C••••••••• independent RIAJan 17, 2013 to Aug 2, 2013 · Carmel, In
- P••••••• A••••• I••• unclassifiedMay 22, 2012 to Dec 31, 2012 · Troy, Va
- H•••••• T••••••• • K•••• L•• independent RIASep 1, 2010 to May 11, 2012 · Richmond, Va
- H• B•••• I••• formerOct 8, 2003 to Oct 1, 2010 · Richmond, Va
- O•••• F•• I••• formerJun 2, 2003 to Oct 9, 2003 · Richmond, Va
- A••••• I••••••••• C••••••••• to R•••• F••• M••••••••• L••left Aug 2, 2013, registered Aug 26, 2013 (24 days) · Other
- P••••••• A••••• I••• to A••••• I••••••••• C•••••••••left Dec 31, 2012, registered Jan 17, 2013 (17 days) · Other
- H•••••• T••••••• • K•••• L•• to P••••••• A••••• I•••left May 11, 2012, registered May 22, 2012 (11 days) · Other
- H• B•••• I••• to H•••••• T••••••• • K•••• L••left Oct 1, 2010, registered Sep 1, 2010 (-30 days) · Other
- O•••• F•• I••• to H• B•••• I•••left Oct 9, 2003, registered Oct 8, 2003 (-1 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
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address