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.
D••••• C••••••• H••••••
- Title
- Vice President-Advisoryreportedgreenbeltadv.comfirm site, Sep 16, 2026
- Business email
- dhurwitz@greenbeltadv.comreportedgreenbeltadv.comfirm site, Sep 16, 2026
- Direct business phone
- 512-687-3099reportedgreenbeltadv.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.
- G•••••••• I••••••••• A•••••••• L•• i••••••••• wealth currentsince Dec 7, 2010 · Round Rock, Tx
- E••••• I••••••••• A••••••• unclassifiedFeb 17, 2005 to Jan 27, 2011 · Austin, Tx
- T••••• O•• I••••••••• A•••••••• I••• unclassifiedJan 30, 2004 to Mar 31, 2006 · Austin, Tx
- M••••••• I••••••••• N•••••• I••• BD affiliatedJan 2, 2004 to Dec 31, 2004 · Austin, Tx
- M••••• S•••••• D• I••• unclassifiedSep 16, 1997 to Jan 6, 2004 · Austin, Tx
- E••••• I••••••••• A••••••• to G•••••••• I••••••••• A•••••••• L••left Jan 27, 2011, registered Dec 7, 2010 (-51 days) · Other
- T••••• O•• I••••••••• A•••••••• I••• to E••••• I••••••••• A•••••••left Mar 31, 2006, registered Feb 17, 2005 (-407 days) · Other
- M••••••• I••••••••• N•••••• I••• to T••••• O•• I••••••••• A•••••••• I•••left Dec 31, 2004, registered Jan 30, 2004 (-336 days) · Other
- M••••• S•••••• D• I••• to M••••••• I••••••••• N•••••• I•••left Jan 6, 2004, registered Jan 2, 2004 (-4 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
- Independent wealth managerderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address