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.
G••••• G••••• G••••••
- Title
- Investment Managerreportedroffmanmiller.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.
- R•••••• M••••• A••••••••• I•• independent RIA currentsince Sep 2, 2016 · Philadelphia, Pa
- C•••••• S••••• • C••• I••• national BDDec 21, 2012 to Jul 8, 2016 · Wayne, Pa
- L•• F•••••••• L•• BD affiliatedAug 5, 2010 to Dec 17, 2012 · Lansdale, Pa
- C••••••• S••••••••• I••• BD affiliatedSep 29, 2008 to Jul 26, 2010 · Wynnewood, Pa
- C•••••••• G••••• M•••••• I••• BD affiliatedDec 13, 2004 to Oct 2, 2008 · Bethesda, Md
- C•••••• S••••• • C••• I••• to R•••••• M••••• A••••••••• I••left Jul 8, 2016, registered Sep 2, 2016 (56 days) · Other
- L•• F•••••••• L•• to C•••••• S••••• • C••• I•••left Dec 17, 2012, registered Dec 21, 2012 (4 days) · Other
- C••••••• S••••••••• I••• to L•• F•••••••• L••left Jul 26, 2010, registered Aug 5, 2010 (10 days) · Other
- C•••••••• G••••• M•••••• I••• to C••••••• S••••••••• I•••left Oct 2, 2008, registered Sep 29, 2008 (-3 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