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.
C•••• L••• B•••••
- Title
- Investment Representativereportedvorpahlwing.comfirm site, Sep 16, 2026
- Business email
- colin@vorpahlwing.comreportedvorpahlwing.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.
- V•••••• W••• A•••••••• I••• independent RIA currentsince Apr 18, 2019 · Spokane, Wa
- R••••• W• B•••• • C•• I••••••••• mixed wealthMar 31, 2015 to Apr 17, 2019 · Spokane, Wa
- W•••• F•••• A••••••• wirehouseJan 3, 2011 to Apr 2, 2015 · Spokane, Wa
- W•••• F•••• I••••••••• L•• unclassifiedMar 19, 2010 to Jan 3, 2011 · Spokane, Wa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Mar 25, 2010 · Spokane, Wa
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedNov 6, 2007 to Oct 23, 2009 · Seattle, Wa
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedApr 28, 2006 to Nov 6, 2007 · Seattle, Wa
- C•••••••• G••••• M•••••• I••• BD affiliatedSep 20, 2000 to May 13, 2006 · Spokane, Wa
- R••••• W• B•••• • C•• I••••••••• to V•••••• W••• A•••••••• I•••left Apr 17, 2019, registered Apr 18, 2019 (1 days) · RIA to RIA
- W•••• F•••• A••••••• to R••••• W• B•••• • C•• I•••••••••left Apr 2, 2015, registered Mar 31, 2015 (-2 days) · Other
- W•••• F•••• I••••••••• L•• to W•••• F•••• A•••••••left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to W•••• F•••• I••••••••• L••left Mar 25, 2010, registered Mar 19, 2010 (-6 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- C•••••••• G••••• M•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left May 13, 2006, registered Apr 28, 2006 (-15 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