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.
J••• J••• S••••••
- I••••• P••••••••• W•••••• L•• independent RIA currentsince Oct 16, 2024 · Mandeville, La
- B••• W••••• A•••••••• I••• independent RIAJul 19, 2018 to Oct 8, 2024 · New Orleans, La
- S••••••••• A•••••• A•••••••• I••• formerJul 18, 2018 to Jul 19, 2018 · New Orleans, La
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Aug 1, 2018 · Metairie, La
- M•• F•••••••• S•••••••• I••• formerNov 20, 2007 to Mar 25, 2017 · Metairie, La
- B••• W••••• A•••••••• I••• to I••••• P••••••••• W•••••• L••left Oct 8, 2024, registered Oct 16, 2024 (8 days) · RIA to RIA · moved with a team
- M•• I•••••••• S•••••••• L•• to S••••••••• A•••••• A•••••••• I•••left Aug 1, 2018, registered Jul 18, 2018 (-14 days) · Affiliated broker-dealer or bank to another
- S••••••••• A•••••• A•••••••• I••• to B••• W••••• A•••••••• I•••left Jul 19, 2018, registered Jul 19, 2018 (0 days) · Affiliated broker-dealer or bank to independent RIA
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- John Jude Scallan left Beam Wealth Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2024-10-16)Oct 8, 2024 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address