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.
B•••••• S••••• M•••••••
- Title
- D360 Wealth Advisor | Senior Vice Presidentreporteddestinationwm.comfirm site, Sep 15, 2026
- Designations
- CFPreporteddestinationwm.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reporteddestinationwm.com“She brings over 25 years of experience within the investment industry.”
- Professional profile
- destinationwm.com/team-member/barbara-mathesonreporteddestinationwm.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.
- D••••••••• W••••• M••••••••• independent RIA currentsince Feb 1, 2019 · Walnut Creek, Ca
- T• A••••••••• I••••••••• M••••••••• L•• formerAug 8, 2016 to Jan 17, 2019 · Walnut Creek, Ca
- T• A••••••••• I••• formerAug 8, 2016 to Jan 17, 2019 · Walnut Creek, Ca
- S•••••••• A••••••• L•• national BDJan 12, 2011 to Dec 31, 2014 · Roseville, Ca
- W•••• F•••• I••••••••• L•• unclassifiedOct 14, 2009 to Dec 6, 2010 · Sacramento, Ca
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Jan 17, 2019, registered Aug 8, 2016 (-892 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Jan 17, 2019, registered Aug 8, 2016 (-892 days) · channel change inside one enterprise, not a move
- S•••••••• A••••••• L•• to T• A••••••••• I••••••••• M••••••••• L••left Dec 31, 2014, registered Aug 8, 2016 (586 days) · Other
- W•••• F•••• I••••••••• L•• to S•••••••• A••••••• L••left Dec 6, 2010, registered Jan 12, 2011 (37 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address