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••••• M•••••• M••••••••
- Professional profile
- linkedin.com/in/thomas-marshburn-28b66b188reportedadviserinfo.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.
- C•••••• M•••••• I•• L•• independent RIA currentsince Sep 6, 2016 · Houston, Tx
- F•••• A••••••• independent RIADec 10, 2014 to Aug 29, 2016 · Tampa, Fl
- R•• R••• M••••••• M••••••••• L• unclassifiedNov 4, 2003 to Dec 31, 2004 · Sedona, Az
- F•••• A••••••• to C•••••• M•••••• I•• L••left Aug 29, 2016, registered Sep 6, 2016 (8 days) · Other
- R•• R••• M••••••• M••••••••• L• to F•••• A•••••••left Dec 31, 2004, registered Dec 10, 2014 (3631 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address