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•••• B•••• B••••••••
- T••••• W••••• M••••••••• L•• independent RIA currentsince Apr 14, 2026 · St. Augustine, Fl
- A••••• A••••••• independent RIAJan 10, 2019 to Apr 8, 2026 · Logan, Ut
- A••••• A••••••• independent RIASep 20, 2013 to Dec 31, 2018 · Logan, Ut
- Z•••• C•••••• A•••••••• I••• institutionalApr 18, 2011 to Sep 17, 2013 · Provo, Ut
- K••• C•••••• A•••••••• L•• formerJun 3, 2004 to Jun 9, 2004 · Draper, Ut
- K••• C•••••• A•••••••• L•• formerJun 3, 2004 to Apr 15, 2009 · Draper, Ut
- M• H••••••• S••••••••• I••• BD affiliatedMar 9, 2004 to Jun 2, 2004 · Draper, Ut
- O•••• F•• I••• formerJan 11, 2000 to Mar 8, 2004 · Salt Lake City, Ut
- A••••• A••••••• to T••••• W••••• M••••••••• L••left Apr 8, 2026, registered Apr 14, 2026 (6 days) · RIA to a newly registered adviser
- Z•••• C•••••• A•••••••• I••• to A••••• A•••••••left Sep 17, 2013, registered Sep 20, 2013 (3 days) · Other
- K••• C•••••• A•••••••• L•• to Z•••• C•••••• A•••••••• I•••left Apr 15, 2009, registered Apr 18, 2011 (733 days) · Other
- M• H••••••• S••••••••• I••• to K••• C•••••• A•••••••• L••left Jun 2, 2004, registered Jun 3, 2004 (1 days) · Other
- O•••• F•• I••• to M• H••••••• S••••••••• I•••left Mar 8, 2004, registered Mar 9, 2004 (1 days) · Other
- J•••• B•••• B•••••••• left A••••• A••••••• for T••••• W••••• M••••••••• L•• (registered 2026-04-14)Apr 8, 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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address