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.
C•••• G•••••• F••••
- Title
- Founderreportedasrpc.comfirm site, Sep 16, 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.
- A•••• S••••••• R••••••••• P••• C••••••••• L•• independent RIA currentsince Nov 5, 2009 · Camp Hill, Pa
- A•••• S••••••• C••••••••• L•• institutionalMar 11, 2008 to Mar 15, 2022 · Harrisburg, Pa
- A•••• S••••••• A•••••••• L•• mixed wealthMay 25, 2006 to Dec 9, 2008 · Harrisburg, Pa
- I•••••••• A••••••• I•• unclassifiedJan 5, 2001 to Jun 16, 2003 · Mechanicsburg, Pa
- A•••• S••••••• C••••••••• L•• to A•••• S••••••• R••••••••• P••• C••••••••• L••left Mar 15, 2022, registered Nov 5, 2009 (-4513 days) · Other
- A•••• S••••••• A•••••••• L•• to A•••• S••••••• C••••••••• L••left Dec 9, 2008, registered Mar 11, 2008 (-273 days) · Other
- I•••••••• A••••••• I•• to A•••• S••••••• A•••••••• L••left Jun 16, 2003, registered May 25, 2006 (1074 days) · Other
- C•••• G•••••• F•••• left A•••• S••••••• C••••••••• L•• for A•••• S••••••• R••••••••• P••• C••••••••• L•• (registered 2009-11-05)Mar 15, 2022 · 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address