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.
H••••• Z•••••
- H• I••••••••• I••• independent RIA currentsince Jan 1, 2026 · Chevy Chase, Md
- H••••• Z••••• F•••••••• S•••••••• I••• formerJun 9, 2011 to Sep 25, 2013 · Bethseda, Il
- U••••• C•••••• F•••••••• A••••••• independent RIAJan 3, 2011 to Jan 21, 2021 · Bethesda, Md
- M•• A•••• M••••••••• I••• unclassifiedAug 20, 1993 to May 20, 2011 · Bethesda, Md
- U••••• C•••••• F•••••••• A••••••• to H••••• Z••••• F•••••••• S•••••••• I•••left Jan 21, 2021, registered Jun 9, 2011 (-3514 days) · Other
- H••••• Z••••• F•••••••• S•••••••• I••• to H• I••••••••• I•••left Sep 25, 2013, registered Jan 1, 2026 (4481 days) · Other
- M•• A•••• M••••••••• I••• to U••••• C•••••• F•••••••• A•••••••left May 20, 2011, registered Jan 3, 2011 (-137 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