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.
Timothy A Ginn
- Professional profile
- linkedin.com/in/timothy-ginn-67b91b9reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Mbia Capital Advisors independent RIA currentsince Aug 19, 2024 · Indianapolis, In
- Valeo Financial Advisors, LLC independent RIAMar 15, 2007 to May 23, 2024 · Carmel, In
- Avalon Wealth Advisory, Inc. state registeredFeb 9, 2000 to Jan 18, 2007 · Indianapolis, In
- Valeo Financial Advisors, LLC to Mbia Capital Advisorsleft May 23, 2024, registered Aug 19, 2024 (88 days) · RIA to RIA
- Avalon Wealth Advisory, Inc. to Valeo Financial Advisors, LLCleft Jan 18, 2007, registered Mar 15, 2007 (56 days) · Other
- Timothy A Ginn left Valeo Financial Advisors, Llc for Mbia Capital Advisors (registered 2024-08-19)May 23, 2024 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address