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.
M••• E••••• B•••••
- B••••• W••••• M••••••••• G•••• state registered currentsince Mar 4, 2026 · Hershey, Pa
- S•••• W••••• A••••••• G••••• L•• state registeredJul 16, 2012 to Apr 17, 2026 · Camp Hill, Pa
- L•• F•••••••• L•• BD affiliatedSep 26, 2011 to Aug 6, 2012 · Annville, Pa
- W•••••• • R••• formerSep 16, 2010 to Oct 6, 2011 · Mechanicsburg, Pa
- S•••• W••••• A••••••• G••••• L•• to B••••• W••••• M••••••••• G••••left Apr 17, 2026, registered Mar 4, 2026 (-44 days) · Other · moved with a team
- L•• F•••••••• L•• to S•••• W••••• A••••••• G••••• L••left Aug 6, 2012, registered Jul 16, 2012 (-21 days) · Other
- W•••••• • R••• to L•• F•••••••• L••left Oct 6, 2011, registered Sep 26, 2011 (-10 days) · Other
- M••• E••••• B••••• left S•••• W••••• A••••••• G••••• L•• for B••••• W••••• M••••••••• G•••• (registered 2026-03-04)Apr 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
- STATE REGISTEREDderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address