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.
J•••• C••••••••• R•••••••
- R••••••• C•••••• M••••••••• L•• institutional currentsince Jan 1, 2026 · Grosse Pointe Farms, Mi
- B••••• A•••• M••••••••• L•• formerJan 25, 2011 to Jan 2, 2013 · Southfield, Mi
- T•••••• I••••••••• M••••••••• L•• formerOct 27, 2010 to Jan 2, 2013 · Southfield, Mi
- B••••• A•••• M••••••••• L•• to R••••••• C•••••• M••••••••• L••left Jan 2, 2013, registered Jan 1, 2026 (4747 days) · Other
- T•••••• I••••••••• M••••••••• L•• to B••••• A•••• M••••••••• L••left Jan 2, 2013, registered Jan 25, 2011 (-708 days) · channel change inside one enterprise, not a move
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
- Institutional managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address