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••••••• L•••• M•••••••
- Professional profile
- linkedin.com/in/michelle-martinez-013920121reportedadviserinfo.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.
- R••• U• P•••••••• L•• state registered currentsince Jul 20, 2026 · Edwards, Co
- O•••• W•••••• I••• BD affiliatedJun 14, 2024 to Jul 23, 2026 · Gypsum, Co
- S••••••••• A•••••• A•••••••• I••• formerSep 18, 2020 to Jun 14, 2024 · Gypsum, Co
- S•• A•••••••• I••• formerNov 12, 2014 to Sep 18, 2020 · Gypsum, Co
- V••• F•••••••• A•••••••• I••• BD affiliatedMar 30, 2012 to Nov 11, 2014 · Gypsum, Co
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedJan 6, 2012 to Mar 28, 2012 · Centennial, Co
- I••••••••• A••••••• I••••••••• I••• unclassifiedMay 4, 2011 to Jan 6, 2012 · Greenwood Village, Co
- L•• F•••••••• L•• BD affiliatedJan 28, 2009 to Nov 9, 2009 · Brookfield, Wi
- O•••• W•••••• I••• to R••• U• P•••••••• L••left Jul 23, 2026, registered Jul 20, 2026 (-3 days) · Affiliated broker-dealer or bank to a state-registered adviser
- S••••••••• A•••••• A•••••••• I••• to O•••• W•••••• I•••left Jun 14, 2024, registered Jun 14, 2024 (0 days) · corporate re-registration, not a move
- S•• A•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Sep 18, 2020, registered Sep 18, 2020 (0 days) · corporate re-registration, not a move
- V••• F•••••••• A•••••••• I••• to S•• A•••••••• I•••left Nov 11, 2014, registered Nov 12, 2014 (1 days) · Other
- T••••••••• F•••••••• A•••••••• L•• to V••• F•••••••• A•••••••• I•••left Mar 28, 2012, registered Mar 30, 2012 (2 days) · Other
- I••••••••• A••••••• I••••••••• I••• to T••••••••• F•••••••• A•••••••• L••left Jan 6, 2012, registered Jan 6, 2012 (0 days) · corporate re-registration, not a move
- L•• F•••••••• L•• to I••••••••• A••••••• I••••••••• I•••left Nov 9, 2009, registered May 4, 2011 (541 days) · Other
- M••••••• L•••• M••••••• left O•••• W•••••• I••• for R••• U• P•••••••• L•• (registered 2026-07-20)Jul 23, 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
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address