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.
K•••• M•••••• B••••••
- B•••••• F•••••••• G••••• I••• state registered currentsince Jan 1, 2026 · St. Petersburg, Fl
- S••••••• I••••••••• I••• formerMay 13, 2016 to Feb 5, 2018 · St. Petersburg, Fl
- T••••••••• F•••••••• A•••••••• L•• BD affiliatedFeb 29, 2008 to May 13, 2016 · St. Petersburg, Fl
- A•••••• A••••••• S••••••• formerFeb 26, 2003 to Mar 19, 2008 · Petersburg, Fl
- S••••••• I••••••••• I••• to B•••••• F•••••••• G••••• I•••left Feb 5, 2018, registered Jan 1, 2026 (2887 days) · Other
- T••••••••• F•••••••• A•••••••• L•• to S••••••• I••••••••• I•••left May 13, 2016, registered May 13, 2016 (0 days) · corporate re-registration, not a move
- A•••••• A••••••• S••••••• to T••••••••• F•••••••• A•••••••• L••left Mar 19, 2008, registered Feb 29, 2008 (-19 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
- STATE REGISTEREDderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address