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.
R••••• L•••• V•••••
- Title
- Financial Advisorreportedvalpeyfinancialservices.comfirm site, Sep 17, 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.
- V••••• F•••••••• S••••••• L•• independent RIA currentsince Aug 2, 2010 · Concord, Nh
- F•••• C•••••• W••••• M••••••••• I••• formerNov 1, 2002 to Jul 1, 2010 · Bedford, Nh
- O•••• F•• I••• formerMay 4, 2001 to Oct 30, 2002 · Bedford, Nh
- F•••• C•••••• W••••• M••••••••• I••• to V••••• F•••••••• S••••••• L••left Jul 1, 2010, registered Aug 2, 2010 (32 days) · Other
- O•••• F•• I••• to F•••• C•••••• W••••• M••••••••• I•••left Oct 30, 2002, registered Nov 1, 2002 (2 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address