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.
J••• W••••• B•••••
- R•••• R••• W••••• M••••••••• L•• no RAUM currentsince Sep 4, 2026 · New Orleans, La
- F••••••••• L•• independent RIADec 9, 2025 to Sep 4, 2026 · New Orleans, La
- F••••••••• L•• to R•••• R••• W••••• M••••••••• L••left Sep 4, 2026, registered Sep 4, 2026 (0 days) · RIA to a newly registered adviser · moved with a team
- J••• W••••• B••••• left F••••••••• L•• for R•••• R••• W••••• M••••••••• L•• (registered 2026-09-04)Sep 4, 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
- No RAUM reportedderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address