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.
D••••• D•••• P••••
- Title
- Chief Investment Officer, Partnerreportedslatestone.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.
- S••••••••• W••••• L•• independent RIA currentsince Aug 17, 2023 · Jupiter, Fl
- M••••• S•••••• wirehouseJul 11, 2014 to Aug 2, 2023 · Palm Beach Gardens, Fl
- O••••••••• • C•• I••• BD affiliatedApr 1, 2009 to Jun 17, 2009 · Boca Raton, Fl
- S••••••• G•••• C•••••• unclassifiedAug 8, 2007 to Mar 17, 2009 · Boca Raton, Fl
- S• J•••• W••••• M••••••••• unclassifiedOct 1, 1998 to Sep 18, 2007 · Jacksonville, Fl
- M••••• S•••••• to S••••••••• W••••• L••left Aug 2, 2023, registered Aug 17, 2023 (15 days) · Wirehouse to independent RIA · moved with a team
- O••••••••• • C•• I••• to M••••• S••••••left Jun 17, 2009, registered Jul 11, 2014 (1850 days) · Other
- S••••••• G•••• C•••••• to O••••••••• • C•• I•••left Mar 17, 2009, registered Apr 1, 2009 (15 days) · Other
- S• J•••• W••••• M••••••••• to S••••••• G•••• C••••••left Sep 18, 2007, registered Aug 8, 2007 (-41 days) · Other
- D••••• D•••• P•••• left M••••• S•••••• for S••••••••• W••••• L•• (registered 2023-08-17)Aug 2, 2023 · 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