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•••• K•••• B•••••
- Business email
- peter.bartel@vistainvestment.netreportedvistainvestment.netfirm 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.
- V•••• I••••••••• P••••••• independent RIA currentsince Jan 17, 2024 · Richmond, In
- V•••• I••••••••• P••••••• L•• independent RIAJan 27, 2018 to Nov 20, 2023 · Richmond, In
- R•••••• J•••• • A••••••••• I••• national BDJan 12, 2006 to Dec 31, 2017 · Greenwood, In
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 15, 1998 to Jan 13, 2006 · Richmond, In
- V•••• I••••••••• P••••••• L•• to V•••• I••••••••• P•••••••left Nov 20, 2023, registered Jan 17, 2024 (58 days) · channel change inside one enterprise, not a move · moved with a team
- R•••••• J•••• • A••••••••• I••• to V•••• I••••••••• P••••••• L••left Dec 31, 2017, registered Jan 27, 2018 (27 days) · Other · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•••••• J•••• • A••••••••• I•••left Jan 13, 2006, registered Jan 12, 2006 (-1 days) · Wirehouse to affiliated broker-dealer or bank
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