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.
G•••••• F•••••••• F•••••
- R•• S•••••••• P••••••• no RAUM currentsince Aug 13, 2026 · Doral, Fl
- B••••• A•••• M••••••••• L•• state registeredFeb 1, 2026 to May 20, 2026 · Doral, Fl
- W•••• C•••••• A••••••• L•• asset managerMay 9, 2024 to Nov 25, 2025 · Doral, Fl
- D••••• W••••• M••••••••• L•• unclassifiedMay 2, 2013 to Jun 28, 2013 · Palm Beach Gardens, Fl
- G•• A••••••• S•••••••• L•• asset managerJul 21, 2011 to Jul 10, 2014 · Greenwich, Ct
- B••••• A•••• M••••••••• L•• to R•• S•••••••• P•••••••left May 20, 2026, registered Aug 13, 2026 (85 days) · Other
- W•••• C•••••• A••••••• L•• to B••••• A•••• M••••••••• L••left Nov 25, 2025, registered Feb 1, 2026 (68 days) · Other
- G•• A••••••• S•••••••• L•• to D••••• W••••• M••••••••• L••left Jul 10, 2014, registered May 2, 2013 (-434 days) · Other
- D••••• W••••• M••••••••• L•• to W•••• C•••••• A••••••• L••left Jun 28, 2013, registered May 9, 2024 (3968 days) · Other
- G•••••• F•••••••• F••••• left B••••• A•••• M••••••••• L•• for R•• S•••••••• P••••••• (registered 2026-08-13)May 20, 2026 · Advisor changed firm · fact
- G•••••• F•••••••• F••••• left W•••• C•••••• A••••••• L•• for B••••• A•••• M••••••••• L•• (registered 2026-02-01)Nov 25, 2025 · 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
- No RAUM reportedderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address