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.
L••••••• E••••• P••••
- Business email
- larry@pro-visionwealth.comreportedpro-visionwealth.comfirm site, Sep 17, 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.
- •••• A•••• M••••••••• A•• ••• W••••• M••••••••• independent RIA currentsince Jan 1, 2026 · Rancho Santa Fe, Ca
- M••••• S•••••• wirehouseJun 1, 2009 to Jan 27, 2017 · San Diego, Ca
- M••••• S•••••• • C•• L•• unclassifiedOct 14, 2008 to Jun 1, 2009 · San Diego, Ca
- U•• F•••••••• S••••••• I••• wirehouseJul 21, 2003 to Oct 31, 2008 · San Diego, Ca
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Jul 24, 2003 · San Diego, Ca
- P••••••••• E••••• G••••• L•• unclassifiedOct 28, 1998 to Jul 1, 2003 · San Diego, Ca
- M••••• S•••••• to •••• A•••• M••••••••• A•• ••• W••••• M•••••••••left Jan 27, 2017, registered Jan 1, 2026 (3261 days) · Wirehouse to independent RIA
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- U•• F•••••••• S••••••• I••• to M••••• S•••••• • C•• L••left Oct 31, 2008, registered Oct 14, 2008 (-17 days) · Other
- W•••• F•••• A••••••• to U•• F•••••••• S••••••• I•••left Jul 24, 2003, registered Jul 21, 2003 (-3 days) · Wirehouse to wirehouse
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address