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•••• B••••••• W•••••••
- Professional profile
- ROYALOAKFINANCIALADVISORS.COM/James-Westwood-Biography.6.htmreportedroyaloakfinancialadvisors.comfirm site, Sep 16, 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.
- A•••• A•••• A••••••• L•• state registered currentsince Jan 11, 2019 · R•••• Oak, Mi
- R•••• O•• F•••••••• A•••••••• L•• independent RIA currentsince Mar 28, 2018 · R•••• Oak, Mi
- A•••• A•••• A••••••• L•• state registeredNov 7, 2018 to Dec 31, 2018 · R•••• Oak, Mi
- C• A••••••• S••••••• independent RIAJun 1, 2011 to Mar 8, 2018 · R•••• Oak, Mi
- I••••• F•••••••• C••••••••• formerMay 27, 2011 to Jul 20, 2015 · Williamston, Mi
- W•••• F•••• A••••••• wirehouseApr 24, 2006 to Jun 1, 2011 · Bloomfield Hills, Mi
- C• A••••••• S••••••• to R•••• O•• F•••••••• A•••••••• L••left Mar 8, 2018, registered Mar 28, 2018 (20 days) · Other · moved with a team
- I••••• F•••••••• C••••••••• to C• A••••••• S•••••••left Jul 20, 2015, registered Jun 1, 2011 (-1510 days) · Other · moved with a team
- W•••• F•••• A••••••• to I••••• F•••••••• C•••••••••left Jun 1, 2011, registered May 27, 2011 (-5 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