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.
C••••••••• L•••••• W•••
- Professional profile
- LINKEDIN.COM/IN/CHRIS-W•••-68363373reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- W••• C•••••• M••••••••• L•• state registered currentsince Oct 30, 2025 · Escondido, Ca
- C•••••• C••••••••• unclassifiedApr 12, 2011 to Mar 20, 2014 · San Diego, Ca
- F•••• F•••••••• E••••• C••••••••• formerSep 25, 2006 to Feb 17, 2011 · Encino, Ca
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedOct 20, 2004 to Aug 8, 2005 · San Diego, Ca
- Q•••• • R•••••• I••• unclassifiedAug 12, 2004 to Oct 20, 2004 · San Diego, Ca
- A• G• E•••••• • S•••• I••• unclassifiedJul 8, 1997 to Aug 25, 2003 · Escondido, Ca
- C•••••• C••••••••• to W••• C•••••• M••••••••• L••left Mar 20, 2014, registered Oct 30, 2025 (4242 days) · Other
- F•••• F•••••••• E••••• C••••••••• to C•••••• C•••••••••left Feb 17, 2011, registered Apr 12, 2011 (54 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to F•••• F•••••••• E••••• C•••••••••left Aug 8, 2005, registered Sep 25, 2006 (413 days) · Other
- Q•••• • R•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
- A• G• E•••••• • S•••• I••• to Q•••• • R•••••• I•••left Aug 25, 2003, registered Aug 12, 2004 (353 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
- STATE REGISTEREDderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address