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•••• F••••••
- C••••••••• I••••••••• A•••••••• L•• independent RIA currentsince Feb 13, 2026 · Augusta, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedJul 27, 2009 to Feb 13, 2026 · Augusta, Ga
- S••••••• I••••••••• S•••••••• I••• formerMay 23, 2002 to Jul 21, 2009 · Augusta, Ga
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to C••••••••• I••••••••• A•••••••• L••left Feb 13, 2026, registered Feb 13, 2026 (0 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- S••••••• I••••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Jul 21, 2009, registered Jul 27, 2009 (6 days) · Other
- J•••••• S•••• F•••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for C••••••••• I••••••••• A•••••••• L•• (registered 2026-02-13)Feb 13, 2026 · 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address