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.
M•••••• W•••• W•••
- C••• C•••••• P•••••••• L•• independent RIA currentsince Aug 31, 2025 · Saint Francisville, La
- K• C•••••• M••••••••• L•• independent RIAAug 14, 2020 to Dec 18, 2025 · Saint Francisville, La
- V••• A•••• M••••••••• I••• formerApr 18, 2013 to Dec 22, 2020 · Bagon Rouge, La
- C••••• A••••••• L•• formerMar 10, 2009 to Mar 17, 2009 · Baton Rouge, La
- S••••••• G•••• C•••••• unclassifiedDec 3, 2001 to Mar 11, 2009 · Zachary, La
- K• C•••••• M••••••••• L•• to C••• C•••••• P•••••••• L••left Dec 18, 2025, registered Aug 31, 2025 (-109 days) · RIA to a newly registered adviser · moved with a team
- V••• A•••• M••••••••• I••• to K• C•••••• M••••••••• L••left Dec 22, 2020, registered Aug 14, 2020 (-130 days) · Other
- C••••• A••••••• L•• to V••• A•••• M••••••••• I•••left Mar 17, 2009, registered Apr 18, 2013 (1493 days) · Other
- S••••••• G•••• C•••••• to C••••• A••••••• L••left Mar 11, 2009, registered Mar 10, 2009 (-1 days) · Other
- M•••••• W•••• W••• left K• C•••••• M••••••••• L•• for C••• C•••••• P•••••••• L•• (registered 2025-08-31)Dec 18, 2025 · 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
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address