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••••••• J•••• P•••••
- Professional profile
- LINKEDIN.COM/IN/BRAD-P•••••-60A50B114reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- S••••••••• F•••••••• G•••• other currentsince Jan 1, 2013 · Grand Rapids, Mi
- A••••••• A••••• L•• independent RIAOct 5, 2011 to Mar 3, 2014 · Chicago, Il
- R•••• I••••••••• A••••••• L•• BD affiliatedAug 18, 2011 to Sep 19, 2011 · Kentwood, Mi
- A••••••• P••••••••• A•••••••• I•• formerMay 5, 2010 to Dec 16, 2011 · Holbrook, Ny
- P•••••••• S••••••••• I••• BD affiliatedApr 9, 2010 to May 6, 2010 · Libertyville, Il
- A••••••• A••••• L•• to S••••••••• F•••••••• G••••left Mar 3, 2014, registered Jan 1, 2013 (-426 days) · Other
- A••••••• P••••••••• A•••••••• I•• to R•••• I••••••••• A••••••• L••left Dec 16, 2011, registered Aug 18, 2011 (-120 days) · Other
- R•••• I••••••••• A••••••• L•• to A••••••• A••••• L••left Sep 19, 2011, registered Oct 5, 2011 (16 days) · Other
- P•••••••• S••••••••• I••• to A••••••• P••••••••• A•••••••• I••left May 6, 2010, registered May 5, 2010 (-1 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
- Other adviserderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address