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.
- Title
- Founder and Chief Investment Officerreportedgoi-ria.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.
- G•• independent RIA currentsince Apr 12, 2022 · Miami, Fl
- G••••• C•••••• S••••••••• I•• L•• formerDec 17, 2019 to Apr 5, 2022 · Miami, Fl
- G••••• C•••••• S••••••••• formerMay 2, 2018 to May 9, 2020 · Miami, Fl
- G••••• C•••••• S••••••••• formerJan 25, 2018 to Mar 19, 2018 · Fort Lauderdale, Fl
- W•••• F•••• A••••••• wirehouseOct 7, 2002 to Jan 23, 2018 · Ft Lauderdale, Fl
- G••••• C•••••• S••••••••• I•• L•• to G••left Apr 5, 2022, registered Apr 12, 2022 (7 days) · RIA to a newly registered adviser
- G••••• C•••••• S••••••••• to G••••• C•••••• S••••••••• I•• L••left May 9, 2020, registered Dec 17, 2019 (-144 days) · channel change inside one enterprise, not a move
- W•••• F•••• A••••••• to G••••• C•••••• S•••••••••left Jan 23, 2018, registered Jan 25, 2018 (2 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- R••••• K••••••• left G••••• C•••••• S••••••••• I•• L•• for Goi (registered 2022-04-12)Apr 5, 2022 · Advisor changed firm · fact
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