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.
Leann G Mitchell
- Professional profile
- linkedin.com/in/leann-mitchell-crpc%C2%AE-b5bb7216reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Alpha Omega Wealth Management, LLC independent RIA currentsince May 22, 2009 · Richmond, Va
- Suntrust Investment Services, Inc. formerJun 30, 2005 to May 29, 2009 · Richmond, Va
- Truist Securities, Inc. unclassifiedMay 3, 2004 to Jun 30, 2005 · Richmond, Va
- Suntrust Investment Services, Inc. to Alpha Omega Wealth Management, LLCleft May 29, 2009, registered May 22, 2009 (-7 days) · Other
- Truist Securities, Inc. to Suntrust Investment Services, Inc.left Jun 30, 2005, registered Jun 30, 2005 (0 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