RIA Intelligence

Title

Partner | Private Wealth Managerreportedbrandywineoak.comfirm site, Sep 17, 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.

• B••••••••• O•• P•••••• W••••• L•• independent RIA current
  since Apr 12, 2021 · Kennett Square, Pa
• W•••• F•••• A••••••• wirehouse
  Feb 26, 2016 to Apr 15, 2021 · Greenville, De
• U•• F•••••••• S••••••• I••• wirehouse
  Sep 30, 2008 to Mar 7, 2016 · Greenville, De
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
  May 23, 2001 to Oct 1, 2008 · Wilmington, De

• W•••• F•••• A••••••• to B••••••••• O•• P•••••• W••••• L••
  left Apr 15, 2021, registered Apr 12, 2021 (-3 days) · Wirehouse to independent RIA
• U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
  left Mar 7, 2016, registered Feb 26, 2016 (-10 days) · Wirehouse to wirehouse · moved with a team
• M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••
  left Oct 1, 2008, registered Sep 30, 2008 (-1 days) · Wirehouse to wirehouse

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

28derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address