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.
T••••• H••• R•••••
- Title
- Founder & CEOreporteddestinyfamilyoffice.comfirm site, Sep 15, 2026
- Founder
- “About Tom Ruggie – Founder and CEO”reporteddestinyfamilyoffice.comthe sentence on the bio page
- Professional profile
- destinyfamilyoffice.com/podcasts-with-thomas-ruggiereporteddestinyfamilyoffice.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•••••• F••••• O••••• independent RIA currentsince Sep 22, 2025 · Tavares, Fl
- D•••••• W••••• P•••••••• L•• independent RIA currentsince Aug 1, 2014 · Tavares, Fl
- C••• L•• BD affiliatedJul 11, 2018 to Jul 1, 2020 · Tavares, Fl
- A•••• A••••••• O• A••••••• L•• formerDec 19, 2013 to Nov 19, 2020 · Longwood, Fl
- 4••• G••••••••• independent RIANov 8, 2010 to Jun 10, 2014 · Tavares, Fl
- R••••• W••••• M••••••••• formerJul 31, 2008 to Jan 7, 2021 · Tavares, Fl
- L•• F•••••••• L•• BD affiliatedMay 13, 2004 to Jun 9, 2009 · Tavares, Fl
- W• G••••••• S••••••••• I••• unclassifiedAug 11, 1995 to May 28, 2004 · Tavares, Fl
- R••••• W••••• M••••••••• to 4••• G•••••••••left Jan 7, 2021, registered Nov 8, 2010 (-3713 days) · Other · moved with a team
- A•••• A••••••• O• A••••••• L•• to D•••••• W••••• P•••••••• L••left Nov 19, 2020, registered Aug 1, 2014 (-2302 days) · Other
- C••• L•• to D•••••• F••••• O•••••left Jul 1, 2020, registered Sep 22, 2025 (1909 days) · Affiliated broker-dealer or bank to a newly registered adviser
- 4••• G••••••••• to A•••• A••••••• O• A••••••• L••left Jun 10, 2014, registered Dec 19, 2013 (-173 days) · Other
- L•• F•••••••• L•• to R••••• W••••• M•••••••••left Jun 9, 2009, registered Jul 31, 2008 (-313 days) · Other
- W• G••••••• S••••••••• I••• to L•• F•••••••• L••left May 28, 2004, registered May 13, 2004 (-15 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address