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•••• C••••
- P••••••••• B•••••••• S•••••••• I••• independent RIA currentsince Feb 27, 2025 · Detroit , Mi
- A•••••• A••••••• S••••••• formerAug 17, 2018 to Oct 24, 2024 · Detroit, Mi
- A•••••• A••••••• S••••••• formerAug 16, 2010 to Jun 27, 2018 · Detroit, Mi
- A•••••• A••••••• S••••••• to P••••••••• B•••••••• S•••••••• I•••left Oct 24, 2024, registered Feb 27, 2025 (126 days) · Affiliated broker-dealer or bank to independent RIA
- J•••• C•••• left A•••••• A••••••• S••••••• for P••••••••• B•••••••• S•••••••• I••• (registered 2025-02-27)Oct 24, 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address