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.
J••• A• K••••••
- R•••••• J•••• • A••••••••• I••• national BD currentsince Feb 10, 2026 · Auburn Hills, Mi
- W•••• F•••• A••••••• wirehouseNov 18, 2024 to Jan 9, 2026 · Troy, Mi
- W•••• F•••• A••••••• wirehouseOct 25, 2022 to Jan 12, 2026 · Birmingham, Mi
- U•• F•••••••• S••••••• I••• wirehouseFeb 5, 2009 to Sep 29, 2022 · Birmingham, Mi
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 13, 2003 to Apr 19, 2004 · Farmington Hills, Mi
- W•••• F•••• A••••••• to W•••• F•••• A•••••••left Jan 12, 2026, registered Nov 18, 2024 (-420 days) · channel change inside one enterprise, not a move
- W•••• F•••• A••••••• to R•••••• J•••• • A••••••••• I•••left Jan 9, 2026, registered Feb 10, 2026 (32 days) · Wirehouse to affiliated broker-dealer or bank
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Sep 29, 2022, registered Oct 25, 2022 (26 days) · Wirehouse to wirehouse
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Apr 19, 2004, registered Feb 5, 2009 (1753 days) · Wirehouse to wirehouse
- J••• A• K•••••• left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I••• (registered 2026-02-10)Jan 9, 2026 · Advisor changed firm · fact
- J••• A• K•••••• left U•• F•••••••• S••••••• I••• for W•••• F•••• A••••••• (registered 2022-10-25)Sep 29, 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
- National broker-dealer RIAderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address