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.
M•••••• E•••••• W••••
- Title
- Founderreportedp1cg.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.
- P••••••• F••••• O••••• independent RIA currentsince Jan 20, 2026 · Manhattan Beach, Ca
- W•••••• B•••• • C•••••• L••••• BD affiliatedFeb 21, 2020 to Feb 11, 2026 · Los Angeles, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 7, 2014 to Feb 27, 2020 · Los Angeles, Ca
- M••••• S•••••• D• I••• unclassifiedFeb 4, 2003 to Jul 12, 2005 · Alpharetta, Ga
- W•••••• B•••• • C•••••• L••••• to P••••••• F••••• O•••••left Feb 11, 2026, registered Jan 20, 2026 (-22 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••••• B•••• • C•••••• L•••••left Feb 27, 2020, registered Feb 21, 2020 (-6 days) · Wirehouse to affiliated broker-dealer or bank
- M••••• S•••••• D• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Jul 12, 2005, registered Mar 7, 2014 (3160 days) · Other
- M•••••• E•••••• W•••• left W•••••• B•••• • C•••••• L••••• for P••••••• F••••• O••••• (registered 2026-01-20)Feb 11, 2026 · 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address