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••• W• P•••••••
- Business email
- jack@harolddance.comreportedharolddance.comfirm site, Sep 16, 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.
- H••••• D•••• I••••••••• independent RIA currentsince Dec 3, 2009 · Logan, Ut
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedJan 8, 2007 to Dec 31, 2007 · Logan, Ut
- S••••••••• F•••••••• A•••••••• L•• unclassifiedSep 6, 2006 to Dec 19, 2006 · Logan, Ut
- B••••• F•••••••• P•••••••• L•• state registeredJan 12, 2006 to Dec 31, 2006 · Logan, Ut
- A•••••• A••••••• S••••••• formerNov 23, 1999 to Dec 31, 2005 · Logan, Ut
- C•••••••• I••••••••• R••••••• A•••••••• I••• to H••••• D•••• I•••••••••left Dec 31, 2007, registered Dec 3, 2009 (703 days) · Other
- B••••• F•••••••• P•••••••• L•• to S••••••••• F•••••••• A•••••••• L••left Dec 31, 2006, registered Sep 6, 2006 (-116 days) · Other
- S••••••••• F•••••••• A•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Dec 19, 2006, registered Jan 8, 2007 (20 days) · Other
- A•••••• A••••••• S••••••• to B••••• F•••••••• P•••••••• L••left Dec 31, 2005, registered Jan 12, 2006 (12 days) · Other
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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address