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.
R••••• L•••• O••••••••
- Business email
- robert@lcore.comreportedlcore.comfirm site, Sep 16, 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.
- A•••••••• C•••••• W••••• M••••••••• L•• independent RIA currentsince May 7, 2020 · Atlanta, Ga
- C•••••••• F••••••••• I••• BD affiliatedMar 24, 2015 to Apr 30, 2020 · Atlanta, Ga
- J• P• T••••• • C•••••• C•••••• M••••••••• L•• formerApr 20, 2007 to Mar 23, 2015 · Atlanta, Ga
- M•• I•••••••• S•••••••• L•• BD affiliatedAug 24, 2004 to Apr 5, 2007 · Atlanta, Ga
- W•••• F•••• A••••••• wirehouseJan 23, 2003 to Jul 12, 2004 · Marietta, Ga
- C•••••••• F••••••••• I••• to A•••••••• C•••••• W••••• M••••••••• L••left Apr 30, 2020, registered May 7, 2020 (7 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- J• P• T••••• • C•••••• C•••••• M••••••••• L•• to C•••••••• F••••••••• I•••left Mar 23, 2015, registered Mar 24, 2015 (1 days) · Other · moved with a team
- M•• I•••••••• S•••••••• L•• to J• P• T••••• • C•••••• C•••••• M••••••••• L••left Apr 5, 2007, registered Apr 20, 2007 (15 days) · Other
- W•••• F•••• A••••••• to M•• I•••••••• S•••••••• L••left Jul 12, 2004, registered Aug 24, 2004 (43 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