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.
B•••• K•••• F••••
- Title
- COO, CCO, UVWA Branch Manager, RJFSreporteduvwadvisors.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.
- U•••• V•••••• W•••• A••••••• independent RIA currentsince Jan 13, 2022 · Fort Myers, Fl
- A•••• W••••• M••••••••• L•• independent RIADec 11, 2019 to Oct 26, 2021 · Naples, Fl
- T• A••••••••• I••• formerFeb 28, 2018 to Nov 6, 2019 · Ft. Myers, Fl
- T• A••••••••• I••••••••• M••••••••• L•• formerFeb 26, 2018 to Nov 6, 2019 · Omaha, Ne
- S•••••••• I••••••••• M••••••••• formerFeb 27, 2017 to Feb 26, 2018 · Ft. Myers, Fl
- A•••• W••••• M••••••••• L•• to U•••• V•••••• W•••• A•••••••left Oct 26, 2021, registered Jan 13, 2022 (79 days) · RIA to RIA
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Nov 6, 2019, registered Feb 28, 2018 (-616 days) · channel change inside one enterprise, not a move · moved with a team
- T• A••••••••• I••• to A•••• W••••• M••••••••• L••left Nov 6, 2019, registered Dec 11, 2019 (35 days) · Other
- S•••••••• I••••••••• M••••••••• to T• A••••••••• I••••••••• M••••••••• L••left Feb 26, 2018, registered Feb 26, 2018 (0 days) · corporate re-registration, not a move
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