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•••• B•••••• J•••••
- Title
- Partnerreportedwrpwealth.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.
- W•••• R•••• P••••• W••••• M••••••••• L•• independent RIA currentsince Feb 9, 2024 · Oakland, Ca
- E• W••••• A••••••• independent RIAJan 14, 2022 to Feb 29, 2024 · Torrance, Ca
- M•••••• M•••• formerJul 5, 2018 to Dec 22, 2021 · Berkeley, Ca
- B••••••• M•••••• W••••• A•••••••• L•• unclassifiedFeb 5, 2018 to Jun 30, 2018 · San Francisco, Ca
- B••••••• M•••••• W••••• A•••••••• L•• unclassifiedAug 26, 2014 to Dec 31, 2017 · San Francisco, Ca
- C••••• A••••••• L•• formerFeb 28, 2012 to Jul 2, 2018 · San Francisco, Ca
- P•••••• W••• F•••••••• C••••••••• I•• formerJan 19, 2010 to Feb 28, 2012 · Renton, Wa
- B••••••• M•••••• W••••• A•••••••• L•• unclassifiedJan 12, 2010 to Dec 31, 2013 · San Francisco, Ca
- D•• R••••••• L•• unclassifiedMay 20, 2009 to Sep 3, 2009 · San Rafael, Ca
- H• B•••• I••• formerMar 17, 2009 to Apr 1, 2009 · Greenbrae, Ca
- W•••• F•••• I••••••••• L•• unclassifiedJun 6, 2003 to Oct 15, 2008 · San Francisco, Ca
- P••••••••• E••••• G••••• L•• unclassifiedMar 9, 2001 to Jun 6, 2003 · San Francisco, Ca
- E• W••••• A••••••• to W•••• R•••• P••••• W••••• M••••••••• L••left Feb 29, 2024, registered Feb 9, 2024 (-20 days) · RIA to RIA
- M•••••• M•••• to E• W••••• A•••••••left Dec 22, 2021, registered Jan 14, 2022 (23 days) · RIA to RIA · moved with a team
- C••••• A••••••• L•• to B••••••• M•••••• W••••• A•••••••• L••left Jul 2, 2018, registered Aug 26, 2014 (-1406 days) · Other
- B••••••• M•••••• W••••• A•••••••• L•• to M•••••• M••••left Jun 30, 2018, registered Jul 5, 2018 (5 days) · Other
- B••••••• M•••••• W••••• A•••••••• L•• to P•••••• W••• F•••••••• C••••••••• I••left Dec 31, 2013, registered Jan 19, 2010 (-1442 days) · Other
- P•••••• W••• F•••••••• C••••••••• I•• to C••••• A••••••• L••left Feb 28, 2012, registered Feb 28, 2012 (0 days) · corporate re-registration, not a move
- D•• R••••••• L•• to B••••••• M•••••• W••••• A•••••••• L••left Sep 3, 2009, registered Jan 12, 2010 (131 days) · Other
- H• B•••• I••• to D•• R••••••• L••left Apr 1, 2009, registered May 20, 2009 (49 days) · Other
- W•••• F•••• I••••••••• L•• to H• B•••• I•••left Oct 15, 2008, registered Mar 17, 2009 (153 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• I••••••••• L••left Jun 6, 2003, registered Jun 6, 2003 (0 days) · Other
- S•••• B•••••• J••••• left E• W••••• A••••••• for W•••• R•••• P••••• W••••• M••••••••• L•• (registered 2024-02-09)Feb 29, 2024 · Advisor changed firm · fact
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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address