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••• P••••••••
- J••• P•••••••• • C•• former currentsince Dec 15, 2025 · Davie, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliatedOct 20, 2009 to Dec 18, 2009 · Coral Gables, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedJul 19, 2005 to Oct 23, 2009 · Coral Gables, Fl
- W•••• F•••• A••••••• wirehouseNov 16, 2001 to Jul 29, 2003 · Miami, Fl
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• to J••• P•••••••• • C••left Dec 18, 2009, registered Dec 15, 2025 (5841 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left Oct 23, 2009, registered Oct 20, 2009 (-3 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Jul 29, 2003, registered Jul 19, 2005 (721 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
- Former SEC-registered adviserderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address