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.
C••••••••• S•••• W•••••
- Designations
- AIFreportedlcpi.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 20reportedlcpi.com“W••••• is a seasoned financial services professional with more than 20 years of experience providing investment management consulting across the institutional and wealth management landscape.”
- Professional profile
- lcpi.com/about/our-team/chris-wilsonreportedlcpi.comfirm site, Sep 15, 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.
- L•• I••••••••• L•• independent RIA currentsince Mar 3, 2026 · A••••••, Ga
- A•••••• C••••••••• G•••• A•••••••• L•• mixed wealthJul 21, 2023 to Feb 17, 2026 · A••••••, Ga
- S••••• I••••••••• M••••••••• L•• independent RIAAug 28, 2018 to Aug 8, 2022 · Santa Monica, Ca
- R•••••• I••••••••• asset managerMay 30, 2013 to Sep 2, 2016 · Seattle, Wa
- C••••••• I••••••••• C•••••• I•• independent RIADec 3, 2012 to May 14, 2013 · A••••••, Ga
- M••••• K••••• • C••••••• L•• formerMar 24, 2004 to Nov 20, 2012 · A••••••, Ga
- A•••••• C••••••••• G•••• A•••••••• L•• to L•• I••••••••• L••left Feb 17, 2026, registered Mar 3, 2026 (14 days) · RIA to RIA
- S••••• I••••••••• M••••••••• L•• to A•••••• C••••••••• G•••• A•••••••• L••left Aug 8, 2022, registered Jul 21, 2023 (347 days) · Other
- R•••••• I••••••••• to S••••• I••••••••• M••••••••• L••left Sep 2, 2016, registered Aug 28, 2018 (725 days) · Other
- C••••••• I••••••••• C•••••• I•• to R•••••• I•••••••••left May 14, 2013, registered May 30, 2013 (16 days) · Other
- M••••• K••••• • C••••••• L•• to C••••••• I••••••••• C•••••• I••left Nov 20, 2012, registered Dec 3, 2012 (13 days) · Other
- C••••••••• S•••• W••••• left A•••••• C••••••••• G•••• A•••••••• L•• for L•• I••••••••• L•• (registered 2026-03-03)Feb 17, 2026 · Advisor changed firm · fact
- C••••••••• S•••• W••••• left S••••• I••••••••• M••••••••• L•• for A•••••• C••••••••• G•••• A•••••••• L•• (registered 2023-07-21)Aug 8, 2022 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address