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.
A•••••• A•••• M••••
- L•• F•••••••• L•• BD affiliated currentsince Feb 3, 2026 · Jackson, Mi
- N••• F•••••••• G••••• I••• formerJan 5, 2016 to Jul 10, 2025 · Houston, Tx
- I• A••••••• S•••••••• I••• formerJun 2, 2006 to Dec 31, 2015 · Jackson, Mi
- T•• I••••••••• C•••••• I••• unclassifiedDec 14, 1999 to Jun 2, 2006 · Jackson, Mi
- N••• F•••••••• G••••• I••• to L•• F•••••••• L••left Jul 10, 2025, registered Feb 3, 2026 (208 days) · corporate re-registration, not a move
- I• A••••••• S•••••••• I••• to N••• F•••••••• G••••• I•••left Dec 31, 2015, registered Jan 5, 2016 (5 days) · Other
- T•• I••••••••• C•••••• I••• to I• A••••••• S•••••••• I•••left Jun 2, 2006, registered Jun 2, 2006 (0 days) · corporate re-registration, not a move
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address