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.
W•••••• R•••••• T••••••
- J• M• B•••• F•••••••• P••••••• independent RIA currentsince Nov 24, 2025 · Tulsa, Ok
- S••••••••• A•••••• A•••••••• I••• formerNov 23, 2005 to Nov 29, 2013 · Tulsa, Ok
- A••••••• F•••••••• G•••• unclassifiedApr 28, 2003 to Dec 5, 2005 · Tulsa, Ok
- I••••••••• A••••••• S••••••• I•• formerMay 10, 1999 to Apr 17, 2003 · Tulsa, Ok
- S••••••••• A•••••• A•••••••• I••• to J• M• B•••• F•••••••• P•••••••left Nov 29, 2013, registered Nov 24, 2025 (4378 days) · Other
- A••••••• F•••••••• G•••• to S••••••••• A•••••• A•••••••• I•••left Dec 5, 2005, registered Nov 23, 2005 (-12 days) · Other
- I••••••••• A••••••• S••••••• I•• to A••••••• F•••••••• G••••left Apr 17, 2003, registered Apr 28, 2003 (11 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address