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••••• A•••• C•••••
- R••••••••• S••••••• A••••••• L•• state registered currentsince May 1, 2026 · Bend, Or
- Z•••• L•• institutionalJan 17, 2023 to Mar 31, 2026 · Bend, Or
- N•••••••• F•••••••• C••••••••• L•• unclassifiedFeb 20, 2015 to Mar 16, 2022 · Eugene, Or
- Z•••• L•• to R••••••••• S••••••• A••••••• L••left Mar 31, 2026, registered May 1, 2026 (31 days) · Other
- N•••••••• F•••••••• C••••••••• L•• to Z•••• L••left Mar 16, 2022, registered Jan 17, 2023 (307 days) · Other
- T••••• A•••• C••••• left Z•••• L•• for R••••••••• S••••••• A••••••• L•• (registered 2026-05-01)Mar 31, 2026 · Advisor changed firm · fact
- T••••• A•••• C••••• left N•••••••• F•••••••• C••••••••• L•• for Z•••• L•• (registered 2023-01-17)Mar 16, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address