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•••• A••••• C•••
- J• C•••••• A••••••• G•••• L•• independent RIA currentsince Jan 16, 2026 · Stamford, Ct
- T•• C•••••• G••••• L•• formerAug 5, 2009 to Apr 30, 2026 · Stamford, Ct
- A••••••••• I••• BD affiliatedJul 31, 2008 to Aug 6, 2009 · Stamford, Ct
- G••••••• F•••••••• A•••• M••••••••• I•• unclassifiedJun 10, 2005 to Jul 31, 2008 · Stamford, Ct
- T•• C•••••• G••••• L•• to J• C•••••• A••••••• G•••• L••left Apr 30, 2026, registered Jan 16, 2026 (-104 days) · RIA to a newly registered adviser
- A••••••••• I••• to T•• C•••••• G••••• L••left Aug 6, 2009, registered Aug 5, 2009 (-1 days) · Other
- G••••••• F•••••••• A•••• M••••••••• I•• to A••••••••• I•••left Jul 31, 2008, registered Jul 31, 2008 (0 days) · Other
- J•••• A••••• C••• left T•• C•••••• G••••• L•• for J• C•••••• A••••••• G•••• L•• (registered 2026-01-16)Apr 30, 2026 · Advisor changed firm · fact
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