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.
T••• V• Z••••••••
- Professional profile
- LINKEDIN.COM/IN/T•••-Z••••••••-19A2A21reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- A••••••• R••••••• G••••• L•• state registered currentsince May 14, 2015 · Newmarket, Nh
- L•• F•••••••• L•• BD affiliated currentsince Apr 24, 2015 · Newmarket, Nh
- M•• F•••••••• S•••••••• I••• formerJan 2, 2015 to Apr 23, 2015 · Exeter, Nh
- M•••••• independent RIAOct 1, 2010 to Apr 21, 2015 · Overland Park,, Ks
- N•• E•••••• S••••••••• C••••••••• formerNov 24, 2008 to Jan 2, 2015 · Exeter, Nh
- N••••••••• M••••• I••••••••• S••••••••• no RAUMJan 9, 2007 to Nov 19, 2008 · Newmarket, Nh
- M•• F•••••••• S•••••••• I••• to L•• F•••••••• L••left Apr 23, 2015, registered Apr 24, 2015 (1 days) · Other
- M•••••• to M•• F•••••••• S•••••••• I•••left Apr 21, 2015, registered Jan 2, 2015 (-109 days) · Other
- N•• E•••••• S••••••••• C••••••••• to M••••••left Jan 2, 2015, registered Oct 1, 2010 (-1554 days) · Other · moved with a team
- N••••••••• M••••• I••••••••• S••••••••• to N•• E•••••• S••••••••• C•••••••••left Nov 19, 2008, registered Nov 24, 2008 (5 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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address