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.
S•••••• J•••• C••••••
- Title
- Chief Executive Officerreportedtitleistadvisornetwork.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.
- T••••••• A•••• M••••••••• L•• independent RIA currentsince Aug 22, 2025 · Marietta, Ga
- R•••••••• W••••• state registered currentsince Aug 9, 2019 · Marietta, Ga
- H••••••• I••••••••• C••••••• L•• formerSep 14, 2017 to Jul 16, 2019 · Dacula, Ga
- G••••••••• I••••••••• asset managerFeb 25, 2014 to Sep 11, 2015 · Marietta, Ga
- M••••• S•••••• wirehouseOct 29, 2009 to Jun 28, 2012 · Atlanta, Ga
- O•• M••••• C•••••• formerAug 11, 2008 to Jul 27, 2009 · Denver, Co
- H•••••••• I••••••••• L•• unclassifiedMay 14, 2008 to Jul 11, 2008 · Atlanta, Ga
- N•••••••• B••••• B• L•• no RAUMJul 26, 2002 to Mar 19, 2008 · Atlanta, Ga
- H••••••• I••••••••• C••••••• L•• to R•••••••• W•••••left Jul 16, 2019, registered Aug 9, 2019 (24 days) · RIA to a state-registered adviser
- G••••••••• I••••••••• to H••••••• I••••••••• C••••••• L••left Sep 11, 2015, registered Sep 14, 2017 (734 days) · Other
- M••••• S•••••• to G••••••••• I•••••••••left Jun 28, 2012, registered Feb 25, 2014 (607 days) · Other
- O•• M••••• C•••••• to M••••• S••••••left Jul 27, 2009, registered Oct 29, 2009 (94 days) · Other
- H•••••••• I••••••••• L•• to O•• M••••• C••••••left Jul 11, 2008, registered Aug 11, 2008 (31 days) · Other
- N•••••••• B••••• B• L•• to H•••••••• I••••••••• L••left Mar 19, 2008, registered May 14, 2008 (56 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
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address