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•••••• J••• Y••••
- F• L• P••••• I••••••••• M••••••••• C•• independent RIA currentsince Apr 1, 2026 · Kalamazoo, Mi
- A•••••• I••••••••• M••••••••• C••• formerJan 8, 2021 to May 21, 2026 · Kalamazoo, Mi
- G••••• C•••••• M••••••••• unclassifiedAug 18, 2015 to Oct 13, 2020 · Grandville, Mi
- M••••• S•••••• wirehouseMar 22, 2012 to Sep 16, 2013 · Grand Rapids, Mi
- J••• M••••• S••••••••• I••• unclassifiedSep 27, 2006 to Jun 26, 2007 · Grand Rapids, Mi
- B••• O•• S••••••••• C••••••••• unclassifiedApr 13, 2005 to Sep 27, 2006 · Grand Rapids, Mi
- W•••• F•••• A••••••• wirehouseJan 20, 2004 to Jun 28, 2004 · Brentwood, Tn
- A•••••• I••••••••• M••••••••• C••• to F• L• P••••• I••••••••• M••••••••• C••left May 21, 2026, registered Apr 1, 2026 (-50 days) · RIA to RIA · moved with a team
- G••••• C•••••• M••••••••• to A•••••• I••••••••• M••••••••• C•••left Oct 13, 2020, registered Jan 8, 2021 (87 days) · Other
- M••••• S•••••• to G••••• C•••••• M•••••••••left Sep 16, 2013, registered Aug 18, 2015 (701 days) · Other
- J••• M••••• S••••••••• I••• to M••••• S••••••left Jun 26, 2007, registered Mar 22, 2012 (1731 days) · Other
- B••• O•• S••••••••• C••••••••• to J••• M••••• S••••••••• I•••left Sep 27, 2006, registered Sep 27, 2006 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to B••• O•• S••••••••• C•••••••••left Jun 28, 2004, registered Apr 13, 2005 (289 days) · Other
- C•••••• J••• Y•••• left A•••••• I••••••••• M••••••••• C••• for F• L• P••••• I••••••••• M••••••••• C•• (registered 2026-04-01)May 21, 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address