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.
- Business email
- dv••••••@myf•••.comreportedmyfmsa.comfirm site, Sep 16, 2026
- Direct business phone
- 337-984-7744reportedmyfmsa.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/david-varisco-10215615reportedmyfmsa.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.
- F••• independent RIA currentsince May 23, 2017 · Lafayette, La
- O••••• A•••• M••••••••• L•• formerJan 4, 2007 to May 23, 2017 · Mcallen, Tx
- A••••••• G•••••• S••••••••• I••••••••• unclassifiedOct 8, 2002 to Oct 12, 2006 · Lafayette, La
- O••••• A•••• M••••••••• L•• to F•••left May 23, 2017, registered May 23, 2017 (0 days) · Other · moved with a team
- A••••••• G•••••• S••••••••• I••••••••• to O••••• A•••• M••••••••• L••left Oct 12, 2006, registered Jan 4, 2007 (84 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
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address