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••••• B• W•••••
- C•••••• independent RIA currentsince Jun 17, 2026 · St. Petersburg, Fl
- V•••••• C•••••• M••••••••• L• formerNov 21, 2024 to Jun 17, 2026 · Fishers, In
- B••••••• R•••• A•••••••• I••• formerOct 20, 1998 to Feb 21, 2025 · Fishers, In
- V•••••• C•••••• M••••••••• L• to C••••••left Jun 17, 2026, registered Jun 17, 2026 (0 days) · RIA to RIA · moved with a team
- B••••••• R•••• A•••••••• I••• to V•••••• C•••••• M••••••••• L•left Feb 21, 2025, registered Nov 21, 2024 (-92 days) · RIA to RIA · moved with a team
- J••••• B• W••••• left V•••••• C•••••• M••••••••• L• for Corient (registered 2026-06-17)Jun 17, 2026 · Advisor changed firm · fact
- J••••• B• W••••• left B••••••• R•••• A•••••••• I••• for V•••••• C•••••• M••••••••• L• (registered 2024-11-21)Feb 21, 2025 · 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