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.
M•••••• A•••••• L•••••••••
- Title
- Partnerreportedfsqam.comfirm site, Sep 16, 2026
- Designations
- CFP, CPAreportedfsqam.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 25reportedfsqam.com“M•••••• L••••••••• is a Financial Planner with 25 years of experience focusing primarily on retirement planning and asset management.”
- Boards named
- Gateway Technicalreportedfsqam.comphrases on the bio page
- Business email
- michael@fsqam.comreportedfsqam.comfirm site, Sep 16, 2026
- Direct business phone
- 513-984-9111reportedfsqam.comfirm site, Sep 16, 2026
- Professional profile
- fsqam.com/team/michael-livingstonreportedfsqam.comfirm site, Sep 16, 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.
- F••••••• S••••• A•••• M••••••••• independent RIA currentsince Apr 20, 2022 · Cincinnati, Oh
- C•••••••• F•••••••• G•••• A••••••• formerJul 24, 2018 to Apr 5, 2022 · Cincinnati, Oh
- S••••••••• A•••••• A•••••••• I••• formerJan 5, 2012 to Jul 23, 2018 · Cincinnati, Oh
- 1•• G••••• A••••••• I•• formerDec 17, 2008 to Sep 19, 2011 · Wilder, Ky
- S•••••••• A••••••• L•• national BDJun 12, 2002 to Jun 18, 2008 · Covington, Ky
- C•••••••• F•••••••• G•••• A••••••• to F••••••• S••••• A•••• M•••••••••left Apr 5, 2022, registered Apr 20, 2022 (15 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- S••••••••• A•••••• A•••••••• I••• to C•••••••• F•••••••• G•••• A•••••••left Jul 23, 2018, registered Jul 24, 2018 (1 days) · Affiliated broker-dealer or bank to another
- 1•• G••••• A••••••• I•• to S••••••••• A•••••• A•••••••• I•••left Sep 19, 2011, registered Jan 5, 2012 (108 days) · Other
- S•••••••• A••••••• L•• to 1•• G••••• A••••••• I••left Jun 18, 2008, registered Dec 17, 2008 (182 days) · Other
- M•••••• A•••••• L••••••••• left C•••••••• F•••••••• G•••• A••••••• for F••••••• S••••• A•••• M••••••••• (registered 2022-04-20)Apr 5, 2022 · 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