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•••• M••••
- L•• F•••••••• L•• BD affiliated currentsince Aug 18, 2026 · Camp Hill, Pa
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedApr 6, 2018 to Aug 24, 2026 · Moon Township, Pa
- W•••••• • R••• formerNov 25, 2008 to Mar 14, 2018 · Pittsburgh, Pa
- C•••••••• I••••••••• R••••••• A•••••••• I••• to L•• F•••••••• L••left Aug 24, 2026, registered Aug 18, 2026 (-6 days) · corporate re-registration, not a move
- W•••••• • R••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Mar 14, 2018, registered Apr 6, 2018 (23 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address