RIA Intelligence

Professional profile

linkedin.com/in/conor-sheridan-0839003reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

• S••••••• C•••••• M••••••••• L•• independent RIA current
  since Mar 18, 2011 · San Rafael, Ca
• C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
  Jun 12, 2006 to May 18, 2011 · San Francisco, Ca
• A•• D••••••••• I••• unclassified
  Feb 3, 2005 to Jun 9, 2006 · Stamford, Ct
• F•••••• I••••••••• A••••••• I•• unclassified
  Jul 1, 2000 to Jan 20, 2005 · San Francisco, Ca

• C•••••••• I••••••••• R••••••• A•••••••• I••• to S••••••• C•••••• M••••••••• L••
  left May 18, 2011, registered Mar 18, 2011 (-61 days) · Other
• A•• D••••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
  left Jun 9, 2006, registered Jun 12, 2006 (3 days) · Other
• F•••••• I••••••••• A••••••• I•• to A•• D••••••••• I•••
  left Jan 20, 2005, registered Feb 3, 2005 (14 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

33derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address