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.
G••••• C•••
- B•• W•••••• L•• independent RIA currentsince Jun 23, 2026 · Atlanta, Ga
- R•• T••••••• formerOct 4, 2018 to Jul 17, 2026 · Decatur, Ga
- F•• A•••••••• I••• asset managerJan 5, 2017 to Aug 8, 2018 · Decatur, Ga
- R•• T••••••• to B•• W•••••• L••left Jul 17, 2026, registered Jun 23, 2026 (-24 days) · RIA to RIA · moved with a team
- F•• A•••••••• I••• to R•• T•••••••left Aug 8, 2018, registered Oct 4, 2018 (57 days) · Other
- G••••• C••• left R•• T••••••• for B•• W•••••• L•• (registered 2026-06-23)Jul 17, 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address