RIA Intelligence
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- Professional profile
- LINKEDIN.COM/IN/M•••-P•••••-5771A11reportedadviserinfo.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.
- P••••• W••••• A••••••• mixed wealth currentsince Sep 28, 2012 · Dallas, Tx
- P••••• M••••• L•• unclassifiedJan 30, 2003 to Dec 31, 2003 · Indianapolis, In
- P••••• I••••••••• M••••••••• unclassifiedMay 25, 1994 to Dec 31, 2004 · Indianapolis, In
- P••••• I••••••••• M••••••••• to P••••• M••••• L••left Dec 31, 2004, registered Jan 30, 2003 (-701 days) · Other
- P••••• M••••• L•• to P••••• W••••• A•••••••left Dec 31, 2003, registered Sep 28, 2012 (3194 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address