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•••• K••• P••••••
- D••••••••• L•• independent RIA currentsince Feb 2, 2026 · Wilmington, De
- P•••••• I••••••••• A•••••••• L•• formerJul 23, 2010 to Feb 26, 2026 · Ann Arbor, Mi
- M••••••• P••••••• L•• independent RIASep 6, 2006 to Jul 6, 2010 · Cleveland, Oh
- C••••••• S••••••••• formerAug 19, 2005 to Sep 6, 2006 · Ann Arbor, Mi
- P•••••• I••••••••• A•••••••• L•• to D••••••••• L••left Feb 26, 2026, registered Feb 2, 2026 (-24 days) · RIA to RIA · moved with a team
- M••••••• P••••••• L•• to P•••••• I••••••••• A•••••••• L••left Jul 6, 2010, registered Jul 23, 2010 (17 days) · Other
- C••••••• S••••••••• to M••••••• P••••••• L••left Sep 6, 2006, registered Sep 6, 2006 (0 days) · Other
- J•••• K••• P•••••• left P•••••• I••••••••• A•••••••• L•• for D••••••••• L•• (registered 2026-02-02)Feb 26, 2026 · 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