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.
L•••• B•••• L•••••
- Title
- Senior Vice President, Wealth Advisorreportedfarther.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.
- F•••••• independent RIA currentsince May 20, 2024 · Austin, Tx
- W•••••••• I••••••••• L•• unclassifiedOct 23, 2013 to Dec 4, 2024 · Englewood, Co
- C•••••• I••••••••• G•••• I•• formerNov 29, 2011 to Mar 18, 2014 · Littleton, Co
- G••••• W••••• M••••••••• I••• BD affiliatedApr 12, 2005 to Dec 31, 2006 · Greenwood Village, Co
- G••••• W••••• M••••••••• I••• BD affiliatedJan 10, 2003 to May 30, 2003 · Englewood, Co
- C•••••• I••••••••• G•••• I•• formerJan 1, 1999 to Nov 17, 2009 · Englewood, Co
- W•••••••• I••••••••• L•• to F••••••left Dec 4, 2024, registered May 20, 2024 (-198 days) · Other
- C•••••• I••••••••• G•••• I•• to W•••••••• I••••••••• L••left Mar 18, 2014, registered Oct 23, 2013 (-146 days) · Other
- C•••••• I••••••••• G•••• I•• to G••••• W••••• M••••••••• I•••left Nov 17, 2009, registered Jan 10, 2003 (-2503 days) · Other
- G••••• W••••• M••••••••• I••• to C•••••• I••••••••• G•••• I••left Dec 31, 2006, registered Nov 29, 2011 (1794 days) · Other
- L•••• B•••• L••••• left W•••••••• I••••••••• L•• for Farther (registered 2024-05-20)Dec 4, 2024 · 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
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address