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• K•••• M••••••
- M••••••• P••••••• G•••• independent RIA currentsince Jan 5, 2026 · Atlanta, Ga
- C••••• I••••••••• A••••••• L•• BD affiliatedMar 22, 2023 to Dec 31, 2025 · Atlanta, Ga
- C••••• A•••••• N••••••• L•• formerJun 9, 2021 to Jun 29, 2023 · Atlanta, Ga
- V••• F•••••••• A•••••••• I••• BD affiliatedJan 7, 2009 to Jun 9, 2021 · Atlanta, Ga
- O•••••• W••••• M••••••••• L•• formerJun 1, 2006 to Apr 16, 2009 · Woodstock, Ga
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedApr 3, 2003 to Dec 22, 2008 · Atlanta, Ga
- C••••• I••••••••• A••••••• L•• to M••••••• P••••••• G••••left Dec 31, 2025, registered Jan 5, 2026 (5 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- C••••• A•••••• N••••••• L•• to C••••• I••••••••• A••••••• L••left Jun 29, 2023, registered Mar 22, 2023 (-99 days) · corporate re-registration, not a move
- V••• F•••••••• A•••••••• I••• to C••••• A•••••• N••••••• L••left Jun 9, 2021, registered Jun 9, 2021 (0 days) · Affiliated broker-dealer or bank to another
- O•••••• W••••• M••••••••• L•• to V••• F•••••••• A•••••••• I•••left Apr 16, 2009, registered Jan 7, 2009 (-99 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to O•••••• W••••• M••••••••• L••left Dec 22, 2008, registered Jun 1, 2006 (-935 days) · Other
- J• K•••• M•••••• left C••••• I••••••••• A••••••• L•• for M••••••• P••••••• G•••• (registered 2026-01-05)Dec 31, 2025 · a•••••• firm change · 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address