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•••••• J• K•••••••
- Q••••• P••••••• I••••••••• M••••••••• independent RIA currentsince Apr 30, 2026 · Marlton, Nj
- C••••• I••••••••• A••••••• L•• BD affiliatedOct 25, 2021 to Apr 22, 2026 · Bala Cynwyd, Pa
- M•• F•••••••• S•••••••• I••• formerJun 7, 2006 to Mar 4, 2011 · Marlton, Nj
- V••• F•••••••• P•••••••• L•• formerNov 11, 2005 to Apr 17, 2006 · Marlton, Nj
- V•••• F•••••••• A•••••••• I••• BD affiliatedFeb 6, 2003 to Nov 2, 2005 · Cherry Hill, Nj
- C••••• I••••••••• A••••••• L•• to Q••••• P••••••• I••••••••• M•••••••••left Apr 22, 2026, registered Apr 30, 2026 (8 days) · Affiliated broker-dealer or bank to independent RIA
- M•• F•••••••• S•••••••• I••• to C••••• I••••••••• A••••••• L••left Mar 4, 2011, registered Oct 25, 2021 (3888 days) · Other
- V••• F•••••••• P•••••••• L•• to M•• F•••••••• S•••••••• I•••left Apr 17, 2006, registered Jun 7, 2006 (51 days) · Other
- V•••• F•••••••• A•••••••• I••• to V••• F•••••••• P•••••••• L••left Nov 2, 2005, registered Nov 11, 2005 (9 days) · Other
- M•••••• J• K••••••• left C••••• I••••••••• A••••••• L•• for Q••••• P••••••• I••••••••• M••••••••• (registered 2026-04-30)Apr 22, 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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address