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••••• G•••••• L•••••
- W••••• W••••• M••••••••• I••• independent RIA currentsince Jul 8, 2026 · Portland, Or
- H••••••• F••••• S•••••••• L•• unclassifiedMar 25, 2005 to Dec 31, 2009 · Portland, Or
- M•• F•••••••• S•••••••• I••• formerJun 3, 2002 to Mar 31, 2003 · Lake Oswego, Or
- H••••••• F••••• S•••••••• L•• to W••••• W••••• M••••••••• I•••left Dec 31, 2009, registered Jul 8, 2026 (6033 days) · Other
- M•• F•••••••• S•••••••• I••• to H••••••• F••••• S•••••••• L••left Mar 31, 2003, registered Mar 25, 2005 (725 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address