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.
S•••• A•••• V•• E•••
- Professional profile
- linkedin.com/in/scott-van-epps-9831bb364reportedadviserinfo.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••••• L•• state registered currentsince Jul 25, 2025 · Roseville, Ca
- P•••••• W•••••• L•• unclassifiedMay 22, 2019 to Dec 31, 2019 · Sacramento, Ca
- M•••••• A•••••• N•••••• BD affiliatedJul 7, 2016 to May 1, 2019 · Sacramento, Ca
- L•• F•••••••• L•• BD affiliatedSep 8, 2009 to Dec 12, 2009 · Sacramento, Ca
- A••••••••• S••••••••• C•••• unclassifiedJan 6, 2009 to Sep 8, 2009 · San Mateo, Ca
- S•••••••• W••••• A••••••• G•••• formerSep 5, 2006 to Jul 8, 2016 · Sacramento, Ca
- F•• S••••••••• C••••••••• formerJul 20, 2006 to Dec 31, 2008 · Sacramento, Ca
- Q•• F•••••••• L•• unclassifiedJun 13, 2005 to Jul 21, 2006 · Citrus Heights, Ca
- O•••• F•• I••• formerMay 12, 2000 to Jun 24, 2005 · Sacramento, Ca
- P•••••• W•••••• L•• to P•••••• W••••• L••left Dec 31, 2019, registered Jul 25, 2025 (2033 days) · Other
- M•••••• A•••••• N•••••• to P•••••• W•••••• L••left May 1, 2019, registered May 22, 2019 (21 days) · Other
- S•••••••• W••••• A••••••• G•••• to A••••••••• S••••••••• C••••left Jul 8, 2016, registered Jan 6, 2009 (-2740 days) · Other · moved with a team
- L•• F•••••••• L•• to M•••••• A•••••• N••••••left Dec 12, 2009, registered Jul 7, 2016 (2399 days) · Other
- A••••••••• S••••••••• C•••• to L•• F•••••••• L••left Sep 8, 2009, registered Sep 8, 2009 (0 days) · Other
- F•• S••••••••• C••••••••• to S•••••••• W••••• A••••••• G••••left Dec 31, 2008, registered Sep 5, 2006 (-848 days) · Other
- Q•• F•••••••• L•• to F•• S••••••••• C•••••••••left Jul 21, 2006, registered Jul 20, 2006 (-1 days) · Other
- O•••• F•• I••• to Q•• F•••••••• L••left Jun 24, 2005, registered Jun 13, 2005 (-11 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