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••• A••••• L••••
- Title
- Managing Directorreported3choptinvest.comfirm site, Sep 15, 2026
- Professional profile
- 3choptinvest.com/staff/mark-levinreported3choptinvest.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.
- 3••••• I••••••••• P••••••• L•• independent RIA currentsince Aug 6, 2026 · Richmond, Va
- B••• S••••••••• L•• formerJan 2, 2013 to Oct 11, 2016 · Richmond, Va
- S•••• • S••••••••• L•• formerAug 18, 2010 to Jan 2, 2013 · Richmond, Va
- D•••••••• • C•••••• L•• BD affiliatedFeb 10, 2009 to Jul 16, 2010 · Richmond, Va
- I••••••••• M••••••••• O• V•••••••• L•• formerAug 23, 2007 to Feb 13, 2009 · Richmond, Va
- D•••••• A•••••••• L•• formerMar 13, 2007 to Feb 13, 2009 · Richmond, Va
- D•••••••• • C•••••• L•• BD affiliatedJun 27, 2002 to Feb 27, 2007 · Richmond, Va
- B••• S••••••••• L•• to 3••••• I••••••••• P••••••• L••left Oct 11, 2016, registered Aug 6, 2026 (3586 days) · Other
- S•••• • S••••••••• L•• to B••• S••••••••• L••left Jan 2, 2013, registered Jan 2, 2013 (0 days) · corporate re-registration, not a move
- D•••••••• • C•••••• L•• to S•••• • S••••••••• L••left Jul 16, 2010, registered Aug 18, 2010 (33 days) · Other
- I••••••••• M••••••••• O• V•••••••• L•• to D•••••••• • C•••••• L••left Feb 13, 2009, registered Feb 10, 2009 (-3 days) · Other
- D•••••• A•••••••• L•• to I••••••••• M••••••••• O• V•••••••• L••left Feb 13, 2009, registered Aug 23, 2007 (-540 days) · Other
- D•••••••• • C•••••• L•• to D•••••• A•••••••• L••left Feb 27, 2007, registered Mar 13, 2007 (14 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address