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.
C•••••• J••••• B•••••••
- M•••••• I••••••••• i••••••••• wealth currentsince May 21, 2026 · Brecksville, Oh
- M••••• S•••••• wirehouseDec 12, 2014 to May 18, 2026 · Akron, Oh
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 19, 1999 to Dec 15, 2014 · Boston, Ma
- M••••• S•••••• to M•••••• I•••••••••left May 18, 2026, registered May 21, 2026 (3 days) · Wirehouse to independent RIA
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S••••••left Dec 15, 2014, registered Dec 12, 2014 (-3 days) · Wirehouse to wirehouse
- C•••••• J••••• B••••••• left M••••• S•••••• for M•••••• I••••••••• (registered 2026-05-21)May 18, 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
- I••••••••• WEALTHderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address