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•••••• C• C••••••
- I••••••••• F•••••••• A••••••• independent RIA currentsince Feb 23, 2005 · Jacksonville, Fl
- P•• A•••• M••••••••• I•• unclassifiedJan 5, 2005 to Feb 23, 2005 · Virginia Beach, Va
- P•• S••••••••• C••••••••• unclassifiedJan 9, 2004 to Dec 31, 2004 · Virginia Beach, Va
- P•• A•••• M••••••••• I•• unclassifiedSep 6, 2002 to Dec 31, 2003 · Chesapeake, Va
- P•• A•••• M••••••••• I•• to I••••••••• F•••••••• A•••••••left Feb 23, 2005, registered Feb 23, 2005 (0 days) · Other
- P•• S••••••••• C••••••••• to P•• A•••• M••••••••• I••left Dec 31, 2004, registered Jan 5, 2005 (5 days) · Other
- P•• A•••• M••••••••• I•• to P•• S••••••••• C•••••••••left Dec 31, 2003, registered Jan 9, 2004 (9 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