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•••• A••• G•••••••••
- Title
- Principal/Investment Advisor Representativereportedgreenshieldscapital.comfirm site, Sep 16, 2026
- Partner or owner
- “Principal/Investment Advisor Representative”reportedgreenshieldscapital.comthe sentence on the bio page
- Business email
- bgreenshields@greenshieldscapital.comreportedgreenshieldscapital.comfirm site, Sep 16, 2026
- Professional profile
- greenshieldscapital.com/team/brent-greenshieldsreportedgreenshieldscapital.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.
- G••••••••• C•••••• L•• independent RIA currentsince May 1, 2017 · El Segundo, Ca
- Q•••••• A•••• M••••••••• I••• formerFeb 1, 2005 to Jan 5, 2017 · Sunnyville, Ca
- Q•••••• C•••••• C••••••••• unclassifiedDec 12, 2002 to Dec 31, 2005 · El Segundo, Ca
- C•••••• G•••• • C• I•• formerJul 8, 1997 to Dec 12, 2002 · Sunnyville, Ca
- Q•••••• A•••• M••••••••• I••• to G••••••••• C•••••• L••left Jan 5, 2017, registered May 1, 2017 (116 days) · Other · moved with a team
- Q•••••• C•••••• C••••••••• to Q•••••• A•••• M••••••••• I•••left Dec 31, 2005, registered Feb 1, 2005 (-333 days) · corporate re-registration, not a move
- C•••••• G•••• • C• I•• to Q•••••• C•••••• C•••••••••left Dec 12, 2002, registered Dec 12, 2002 (0 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address