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••• M•••• V•••••••••
- I••••• P••••••••• W•••••• L•• independent RIA currentsince Mar 17, 2026 · Marietta, Ga
- C•• I••••••••• I•• independent RIAOct 20, 2017 to Mar 10, 2026 · Davie, Fl
- M•• A••••••• F•••••••• M••••••••• I••• formerAug 4, 2014 to Oct 16, 2017 · Davie, Fl
- H•• A••••••• S••••••• L•• independent RIAJul 9, 2010 to Jul 28, 2014 · Davie, Fl
- C•• I••••••••• I•• to I••••• P••••••••• W•••••• L••left Mar 10, 2026, registered Mar 17, 2026 (7 days) · RIA to RIA
- M•• A••••••• F•••••••• M••••••••• I••• to C•• I••••••••• I••left Oct 16, 2017, registered Oct 20, 2017 (4 days) · Other
- H•• A••••••• S••••••• L•• to M•• A••••••• F•••••••• M••••••••• I•••left Jul 28, 2014, registered Aug 4, 2014 (7 days) · Other
- J••• M•••• V••••••••• left C•• I••••••••• I•• for I••••• P••••••••• W•••••• L•• (registered 2026-03-17)Mar 10, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address