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.
- Title
- Senior Wealth Advisorreportednepsis.comfirm site, Sep 15, 2026
- Professional profile
- nepsis.com/resources/team_member/rob-lewisreportednepsis.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.
- N•••••• I••• independent RIA currentsince Sep 6, 2018 · Minneapolis, Mn
- B•• H••••• F•••••••• A•••••••• I•• formerAug 1, 2012 to Jun 28, 2018 · Woodbury, Mn
- M•• F•••••••• A•••••••• I••• formerJun 22, 2012 to Aug 1, 2012 · Woodbury, Mn
- U••• B•••••• I••••••••• I••• formerNov 6, 2009 to Jun 4, 2012 · Burnsville, Mn
- W•••• F•••• I••••••••• L•• unclassifiedAug 8, 2006 to Jul 28, 2009 · Saint Paul, Mn
- B•• H••••• F•••••••• A•••••••• I•• to N•••••• I•••left Jun 28, 2018, registered Sep 6, 2018 (70 days) · Affiliated broker-dealer or bank to independent RIA
- M•• F•••••••• A•••••••• I••• to B•• H••••• F•••••••• A•••••••• I••left Aug 1, 2012, registered Aug 1, 2012 (0 days) · channel change inside one enterprise, not a move
- U••• B•••••• I••••••••• I••• to M•• F•••••••• A•••••••• I•••left Jun 4, 2012, registered Jun 22, 2012 (18 days) · Other
- W•••• F•••• I••••••••• L•• to U••• B•••••• I••••••••• I•••left Jul 28, 2009, registered Nov 6, 2009 (101 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address