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.
E••• J•••••• H•••••
- R••••••• C•••••• H•••••••• L•• state registered currentsince Jan 1, 2026 · Southfield, Mi
- A••••••• P••••••••• A•••••••• I•• formerMar 20, 2007 to Dec 16, 2011 · Holbrook, Ny
- U••••• S••••••••• A•••••••• I••• unclassifiedJul 21, 2005 to Dec 31, 2005 · Auburn Hills, Mi
- A••••••• P••••••••• A•••••••• I•• to R••••••• C•••••• H•••••••• L••left Dec 16, 2011, registered Jan 1, 2026 (5130 days) · Other
- U••••• S••••••••• A•••••••• I••• to A••••••• P••••••••• A•••••••• I••left Dec 31, 2005, registered Mar 20, 2007 (444 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
- STATE REGISTEREDderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address