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.
P••• J••••• P•••••••
- Title
- Investment Advisor Representativereportedsynergy-am.comfirm site, Sep 15, 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•••••• A•••• M••••••••• L•• independent RIA currentsince Feb 3, 2023 · Vancouver, Wa
- T• A••••••••• I••••••••• M••••••••• L•• formerJan 12, 2009 to Dec 31, 2020 · San Diego, Ca
- T• A••••••••• I••• formerJan 12, 2009 to Jan 11, 2021 · San Diego, Ca
- S••••• L••• F••••••••• L••• state registeredOct 27, 2006 to Apr 13, 2009 · Glendale, Az
- C•• F•••••••• G••••• I••• formerJan 1, 2002 to Jun 11, 2002 · Phoenix, Az
- T• A••••••••• I••• to S•••••• A•••• M••••••••• L••left Jan 11, 2021, registered Feb 3, 2023 (753 days) · Other
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Dec 31, 2020, registered Jan 12, 2009 (-4371 days) · corporate re-registration, not a move
- S••••• L••• F••••••••• L••• to T• A••••••••• I••••••••• M••••••••• L••left Apr 13, 2009, registered Jan 12, 2009 (-91 days) · Other
- C•• F•••••••• G••••• I••• to S••••• L••• F••••••••• L•••left Jun 11, 2002, registered Oct 27, 2006 (1599 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