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.
T•••••• J•• S••••••
- Professional profile
- LINKEDIN.COM/IN/TIM-S••••••-17428313Breportedadviserinfo.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.
- C•••••• S••••••••• M••••••••• I••• independent RIA currentsince Jan 11, 2018 · Melville, Ny
- W•••• F•••• A••••••• wirehouseMay 9, 2014 to Oct 26, 2017 · Summit, Nj
- M••••• S•••••• wirehouseJun 1, 2009 to May 27, 2014 · Morristown, Nj
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Jun 1, 2009 · Morristown, Nj
- M••••• S•••••• D• I••• unclassifiedJun 27, 2002 to Apr 2, 2007 · Morristown, Nj
- W•••• F•••• A••••••• to C•••••• S••••••••• M••••••••• I•••left Oct 26, 2017, registered Jan 11, 2018 (77 days) · Other
- M••••• S•••••• to W•••• F•••• A•••••••left May 27, 2014, registered May 9, 2014 (-18 days) · Wirehouse to wirehouse
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (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