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.
F•••••••• D••• W•••••
- Title
- Investment Adviser Representativereported401kmaneuver.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.
- R•••• F••• M••••••••• L•• independent RIA currentsince Nov 1, 2018 · Orlando, Fl
- L••••• F••••••••• I••• BD affiliatedNov 3, 2014 to Aug 1, 2017 · Kissimmee, Fl
- J• W• K•••• • C•••••• otherFeb 19, 2013 to May 14, 2014 · Orlando, Fl
- F•••• T•••• S••••••••• I••• BD affiliatedMay 12, 2011 to Nov 27, 2012 · Orlando, Fl
- I••••• F•••••••• C••••••••• formerMar 23, 2011 to May 3, 2011 · Orlando, Fl
- F•• B•••••••• S•••••••• I••• unclassifiedJun 8, 2010 to Mar 22, 2011 · Stuart, Fl
- P•• W••••• M••••••••• BD affiliatedDec 4, 2008 to Jan 26, 2010 · Oaklyn, Nj
- L••••• F••••••••• I••• to R•••• F••• M••••••••• L••left Aug 1, 2017, registered Nov 1, 2018 (457 days) · Other
- J• W• K•••• • C•••••• to L••••• F••••••••• I•••left May 14, 2014, registered Nov 3, 2014 (173 days) · Other
- F•••• T•••• S••••••••• I••• to J• W• K•••• • C••••••left Nov 27, 2012, registered Feb 19, 2013 (84 days) · Other
- I••••• F•••••••• C••••••••• to F•••• T•••• S••••••••• I•••left May 3, 2011, registered May 12, 2011 (9 days) · Other
- F•• B•••••••• S•••••••• I••• to I••••• F•••••••• C•••••••••left Mar 22, 2011, registered Mar 23, 2011 (1 days) · Other
- P•• W••••• M••••••••• to F•• B•••••••• S•••••••• I•••left Jan 26, 2010, registered Jun 8, 2010 (133 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