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.
L•••• M•••••• L••••••
- L•••••• F•••••••• P••••••• L•• state registered currentsince Jun 4, 2026 · Satellite Beach, Fl
- L•••••• F•••••••• P••••••• L•• state registeredJul 29, 2020 to Dec 31, 2025 · Melbourne, Fl
- M•••••• F••••••••• T•••••• L•• independent RIAOct 21, 2010 to Feb 6, 2020 · Orlando, Fl
- F•••••••• • I••••••••• S•••••••• P••• unclassifiedMar 13, 2000 to Dec 31, 2010
- M•••••• F••••••••• T•••••• L•• to L•••••• F•••••••• P••••••• L••left Feb 6, 2020, registered Jul 29, 2020 (174 days) · RIA to a state-registered adviser
- F•••••••• • I••••••••• S•••••••• P••• to M•••••• F••••••••• T•••••• L••left Dec 31, 2010, registered Oct 21, 2010 (-71 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address