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.
M••• E••••• B•••••••
- B••• M••• T•••• A•••••••• L•• independent RIA currentsince Oct 23, 2025 · Berwyn, Pa
- P•• W••••• M••••••••• BD affiliatedAug 16, 2010 to Mar 2, 2016 · Wilmington, De
- W••••••• F•••••••• S•••••••• I••• formerJul 26, 2006 to Jul 20, 2010 · Wexford, Pa
- P•• W••••• M••••••••• to B••• M••• T•••• A•••••••• L••left Mar 2, 2016, registered Oct 23, 2025 (3522 days) · Other
- W••••••• F•••••••• S•••••••• I••• to P•• W••••• M•••••••••left Jul 20, 2010, registered Aug 16, 2010 (27 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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address