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.
J••••••• V••••• B••••
- C••••• I••••••••• A••••••• L•• BD affiliated currentsince Jun 29, 2023 · Bellevue, Wa
- F•••••• W••••• A•••••••• L•• independent RIAOct 4, 2017 to Jan 26, 2026 · Bellevue, Wa
- O••••••••• • C•• I••• BD affiliatedAug 24, 2012 to Sep 22, 2017 · Bellevue, Wa
- U•• F•••••••• S••••••• I••• wirehouseAug 12, 2006 to Sep 4, 2012 · Bellevue, Wa
- P•••• S•••••• • C•• institutionalDec 6, 2002 to Aug 12, 2006 · Bellevue, Wa
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 12, 1997 to Dec 9, 2002 · Bellevue, Wa
- F•••••• W••••• A•••••••• L•• to C••••• I••••••••• A••••••• L••left Jan 26, 2026, registered Jun 29, 2023 (-942 days) · RIA to affiliated broker-dealer or bank
- O••••••••• • C•• I••• to F•••••• W••••• A•••••••• L••left Sep 22, 2017, registered Oct 4, 2017 (12 days) · Other
- U•• F•••••••• S••••••• I••• to O••••••••• • C•• I•••left Sep 4, 2012, registered Aug 24, 2012 (-11 days) · Other
- P•••• S•••••• • C•• to U•• F•••••••• S••••••• I•••left Aug 12, 2006, registered Aug 12, 2006 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to P•••• S•••••• • C••left Dec 9, 2002, registered Dec 6, 2002 (-3 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Jonathan Verden Bever left Fulcrum Wealth Advisors, Llc for Cetera Investment Advisers Llc (registered 2023-06-29)Jan 26, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address