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.
L••• D• P••••••••
- Title
- Director of Client Operationsreportedcenterpointadvisors.netfirm 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.
- C••••••••• A•••••••• L•• independent RIA currentsince Jun 22, 2012 · Needham, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 29, 2012 to May 30, 2012 · Lincoln, Ri
- L•• F•••••••• L•• BD affiliatedDec 3, 2010 to Feb 10, 2011 · Boston, Ma
- C••••• S••••• S••••••••• •••• L•• formerJun 10, 2008 to Mar 26, 2010 · Boston, Ma
- M••••• S•••••• • C•• L•• unclassifiedJan 25, 2008 to May 7, 2008 · Wellesley, Ma
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 19, 2006 to Jan 29, 2008 · New York, Ny
- U•• F•••••••• S••••••• I••• wirehouseJan 9, 2004 to Nov 29, 2006 · New York, Ny
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedJun 27, 2002 to Sep 18, 2003 · Knoxville, Tn
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C••••••••• A•••••••• L••left May 30, 2012, registered Jun 22, 2012 (23 days) · Other
- L•• F•••••••• L•• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Feb 10, 2011, registered May 29, 2012 (474 days) · Other
- C••••• S••••• S••••••••• •••• L•• to L•• F•••••••• L••left Mar 26, 2010, registered Dec 3, 2010 (252 days) · Other
- M••••• S•••••• • C•• L•• to C••••• S••••• S••••••••• •••• L••left May 7, 2008, registered Jun 10, 2008 (34 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• • C•• L••left Jan 29, 2008, registered Jan 25, 2008 (-4 days) · Other
- U•• F•••••••• S••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 29, 2006, registered Dec 19, 2006 (20 days) · Wirehouse to wirehouse
- B••• O• A•••••• I••••••••• S•••••••• I••• to U•• F•••••••• S••••••• I•••left Sep 18, 2003, registered Jan 9, 2004 (113 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
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address