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.
G••• S•••••
- Title
- Director of Client Servicesreportedglobalria.comfirm site, Sep 16, 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.
- C••• I••••••••• A•••••••• I••• independent RIA currentsince Jul 13, 2026 · Mcdonough, Ga
- G••••• I••••••••• A••••••• independent RIA currentsince Jun 24, 2026 · Mcdonough, Ga
- M••••• C•••••• M••••••••• C•• asset managerSep 16, 2025 to Jun 23, 2026 · Charleston, Sc
- E•• F•••••••• A••••••• independent RIAAug 16, 2018 to Dec 31, 2020 · Sandy Springs, Ga
- M••••• C•••••• A•••••••• L•• independent RIAMar 30, 2016 to Aug 2, 2018 · Alpharetta, Ga
- F•••••••• C•••••• P•••••••• L•• unclassifiedJun 15, 2015 to Aug 12, 2017 · Peachtree Corners, Ga
- M•• I•••••••• S•••••••• L•• BD affiliatedOct 3, 2011 to Aug 13, 2014 · Atlanta, Ga
- M••••• C•••••• M••••••••• C•• to G••••• I••••••••• A•••••••left Jun 23, 2026, registered Jun 24, 2026 (1 days) · Other
- E•• F•••••••• A••••••• to M••••• C•••••• M••••••••• C••left Dec 31, 2020, registered Sep 16, 2025 (1720 days) · Other
- M••••• C•••••• A•••••••• L•• to E•• F•••••••• A•••••••left Aug 2, 2018, registered Aug 16, 2018 (14 days) · RIA to affiliated broker-dealer or bank
- F•••••••• C•••••• P•••••••• L•• to M••••• C•••••• A•••••••• L••left Aug 12, 2017, registered Mar 30, 2016 (-500 days) · Other
- M•• I•••••••• S•••••••• L•• to F•••••••• C•••••• P•••••••• L••left Aug 13, 2014, registered Jun 15, 2015 (306 days) · Other
- G••• S••••• left M••••• C•••••• M••••••••• C•• for G••••• I••••••••• A••••••• (registered 2026-06-24)Jun 23, 2026 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address