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.
B•••••• M•••• T•••••
- O••••••••• institutional currentsince Apr 27, 2021 · Atlanta, Ga
- I•• A•••••••• L•• independent RIAApr 21, 2016 to Jun 1, 2021 · Atlanta, Ga
- L•• F•••••••• L•• BD affiliatedApr 21, 2016 to May 17, 2021 · Atlanta, Ga
- M••••• S•••••• wirehouseJun 1, 2009 to Apr 29, 2016 · Atlanta, Ga
- M••••• S•••••• • C•• L•• unclassifiedJan 7, 2009 to Jun 1, 2009 · Atlanta, Ga
- C•••••••• G••••• M•••••• I••• BD affiliatedApr 28, 2003 to Dec 18, 2008 · Forsyth, Ga
- M••••• S•••••• D• I••• unclassifiedJan 29, 2003 to Apr 28, 2003 · Atlanta, Ga
- I•• A•••••••• L•• to O•••••••••left Jun 1, 2021, registered Apr 27, 2021 (-35 days) · Other
- L•• F•••••••• L•• to I•• A•••••••• L••left May 17, 2021, registered Apr 21, 2016 (-1852 days) · Other
- M••••• S•••••• to L•• F•••••••• L••left Apr 29, 2016, registered Apr 21, 2016 (-8 days) · Other
- M••••• S•••••• • C•• L•• to M••••• S••••••left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
- C•••••••• G••••• M•••••• I••• to M••••• S•••••• • C•• L••left Dec 18, 2008, registered Jan 7, 2009 (20 days) · Other
- M••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••left Apr 28, 2003, registered Apr 28, 2003 (0 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
- Institutional managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address