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•••• M•••• M•••••••
- T••• F•••••••• independent RIA currentsince Jan 12, 2026 · Tallahassee, Fl
- H••••• I••••••••• M••••••••• L•• independent RIANov 30, 2012 to Aug 21, 2018 · Tallahassee, Fl
- N••••••••• S••••••••• L•• no RAUMAug 1, 2008 to Dec 31, 2010 · Tallahassee, Fl
- 1••• C•••••• M••••••••• C•••••• unclassifiedNov 18, 2005 to Aug 1, 2008 · Tallahassee, Fl
- 1••• C•••••• M••••••••• C•••••• unclassifiedMar 25, 2003 to May 12, 2003 · Atlanta, Ga
- H••••• I••••••••• M••••••••• L•• to T••• F••••••••left Aug 21, 2018, registered Jan 12, 2026 (2701 days) · RIA to RIA
- N••••••••• S••••••••• L•• to H••••• I••••••••• M••••••••• L••left Dec 31, 2010, registered Nov 30, 2012 (700 days) · Other
- 1••• C•••••• M••••••••• C•••••• to N••••••••• S••••••••• L••left Aug 1, 2008, registered Aug 1, 2008 (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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address