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.
R••••• M•••••• B••••
- Title
- Founderreportedsisfp.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.
- S•••••••• I••••••••• S••••••••• I••• independent RIA currentsince Mar 23, 2007 · Orland Park, Il
- F•••• F•••••••• M••••••••• L• independent RIAApr 21, 2021 to May 26, 2021 · Lombard, Il
- L•• F•••••••• L•• BD affiliatedSep 8, 2009 to Feb 10, 2012 · Orland Park, Il
- W••••••••• F•••••••• G••••• I••• unclassifiedJan 24, 2006 to Sep 8, 2009 · Orland Park, Il
- C••••• I••••••••• A••••••• L•• BD affiliatedFeb 16, 1998 to Jan 27, 2006 · Oak Forest, Il
- F•••• F•••••••• M••••••••• L• to no registered destinationleft May 26, 2021 · Departure, no registered destination
- L•• F•••••••• L•• to F•••• F•••••••• M••••••••• L•left Feb 10, 2012, registered Apr 21, 2021 (3358 days) · Other
- W••••••••• F•••••••• G••••• I••• to S•••••••• I••••••••• S••••••••• I•••left Sep 8, 2009, registered Mar 23, 2007 (-900 days) · Other
- C••••• I••••••••• A••••••• L•• to W••••••••• F•••••••• G••••• I•••left Jan 27, 2006, registered Jan 24, 2006 (-3 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address