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.
- Title
- Associatereportedprivateadvisory.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•••••• A••••••• independent RIA currentsince Feb 17, 2026 · Redmond, Wa
- E•••••• F•••••••• E•••••• independent RIANov 1, 2018 to Feb 20, 2026 · Salt Lake City, Ut
- E•••••• F•••••••• S•••••••• L•• formerJan 14, 2015 to Nov 1, 2018 · Salt Lake, Ut
- E•••••• C•••••• M••••••••• L•• formerMar 9, 2012 to Jan 14, 2015 · Arlington, Va
- M••••• S•••••• wirehouseAug 23, 2010 to Mar 8, 2012 · South Jordan, Ut
- E•••••• F•••••••• E•••••• to P•••••• A•••••••left Feb 20, 2026, registered Feb 17, 2026 (-3 days) · RIA to RIA · moved with a team
- E•••••• F•••••••• S•••••••• L•• to E•••••• F•••••••• E••••••left Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
- E•••••• C•••••• M••••••••• L•• to E•••••• F•••••••• S•••••••• L••left Jan 14, 2015, registered Jan 14, 2015 (0 days) · Other
- M••••• S•••••• to E•••••• C•••••• M••••••••• L••left Mar 8, 2012, registered Mar 9, 2012 (1 days) · Other
- T••••• E•••••• left E•••••• F•••••••• E•••••• for P•••••• A••••••• (registered 2026-02-17)Feb 20, 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