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.
Mark Irvin Allen
- Direct business phone
- 912-295-5308reportedbullstreetadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Bull Street Advisors independent RIA currentsince Jun 1, 2019 · Savannah, Ga
- Southstate Advisory, Inc. formerDec 4, 2017 to Apr 29, 2019 · Savannah, Ga
- Minis & Company formerApr 26, 2012 to Apr 29, 2019 · Savannah, Ga
- Minis & Company to Southstate Advisory, Inc.left Apr 29, 2019, registered Dec 4, 2017 (-511 days) · Other
- Southstate Advisory, Inc. to Bull Street Advisorsleft Apr 29, 2019, registered Jun 1, 2019 (33 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address