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.
C••• M••••••• B•••••
- Designations
- CFPreportedepwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- epwealth.com/our-team/portland-vancouver/chad-burtonreportedepwealth.comfirm site, Sep 15, 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.
- E• W••••• A••••••• independent RIA currentsince Feb 9, 2021 · Torrance, Ca
- N••••••• F•••••••• G••••• L•• formerOct 15, 2010 to Mar 31, 2021 · Vancouver, Wa
- F•• P•••••••• L•• unclassifiedMay 20, 2010 to Dec 31, 2010 · Vancouver, Wa
- N••••••• F•••••••• G••••• L•• formerMay 2, 2005 to Jan 4, 2010 · Vancouver, Wa
- V••• F•••••••• A•••••••• I••• BD affiliatedJan 1, 2004 to Mar 7, 2005 · Vancouver, Wa
- L••••• S••••• S••••••••• I••• unclassifiedFeb 20, 2002 to Jan 1, 2004 · Vancouver, Wa
- D•• M••••• D•• W••••••• F•••••••• G•••• unclassifiedOct 30, 2000 to Dec 31, 2004 · Vancouver, Wa
- V••••• S••••••••• C••••••••• unclassifiedApr 28, 2000 to Oct 14, 2002 · Portland, Or
- N••••••• F•••••••• G••••• L•• to E• W••••• A•••••••left Mar 31, 2021, registered Feb 9, 2021 (-50 days) · RIA to RIA
- F•• P•••••••• L•• to N••••••• F•••••••• G••••• L••left Dec 31, 2010, registered Oct 15, 2010 (-77 days) · Other
- N••••••• F•••••••• G••••• L•• to F•• P•••••••• L••left Jan 4, 2010, registered May 20, 2010 (136 days) · Other
- V••• F•••••••• A•••••••• I••• to N••••••• F•••••••• G••••• L••left Mar 7, 2005, registered May 2, 2005 (56 days) · Other
- D•• M••••• D•• W••••••• F•••••••• G•••• to L••••• S••••• S••••••••• I•••left Dec 31, 2004, registered Feb 20, 2002 (-1045 days) · Other
- L••••• S••••• S••••••••• I••• to V••• F•••••••• A•••••••• I•••left Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
- V••••• S••••••••• C••••••••• to D•• M••••• D•• W••••••• F•••••••• G••••left Oct 14, 2002, registered Oct 30, 2000 (-714 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
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address