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.
V•••••• F•••• G••••••
- •••••••• independent RIA currentsince Oct 31, 2025 · Clayton, Mo
- W•••• F•••• A••••••• wirehouseMay 24, 2005 to Nov 5, 2025 · West Palm Beach, Fl
- B•• M••••• S••••••••• C••••••••• otherApr 2, 2003 to May 11, 2005 · Plam Beach Gardens, Fl
- M••••• S•••••• D• I••• unclassifiedSep 3, 1999 to Mar 17, 2003 · West Palm Beach, Fl
- W•••• F•••• A••••••• to ••••••••left Nov 5, 2025, registered Oct 31, 2025 (-5 days) · Wirehouse to independent RIA · moved with a team
- B•• M••••• S••••••••• C••••••••• to W•••• F•••• A•••••••left May 11, 2005, registered May 24, 2005 (13 days) · Other
- M••••• S•••••• D• I••• to B•• M••••• S••••••••• C•••••••••left Mar 17, 2003, registered Apr 2, 2003 (16 days) · Other
- V•••••• F•••• G•••••• left W•••• F•••• A••••••• for &Partners (registered 2025-10-31)Nov 5, 2025 · 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address