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.
M•••••• A•••• C•••••
- Title
- Senior Wealth Advisor, Managing Directorreportedrockportwealth.comfirm site, Sep 15, 2026
- Professional profile
- rockportwealth.com/mike-curleyreportedrockportwealth.comfirm 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.
- R••••••• W••••• A••••••• independent RIA currentsince Apr 8, 2022 · Cincinnati, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedNov 17, 2015 to Apr 7, 2022 · Cincinnati, Oh
- L•• F•••••••• L•• BD affiliatedAug 9, 2011 to Nov 24, 2015 · Cincinnati, Oh
- F•••• T•••• S••••••••• I••• BD affiliatedAug 4, 2009 to Aug 5, 2011 · Cincinnati, Oh
- S•••••••• I••••••••• C••••••••• G••••• L•• unclassifiedJun 30, 2009 to Jul 13, 2009 · Cincinnati, Oh
- W•••• F•••• A••••••• wirehouseJul 1, 2003 to Mar 31, 2009 · Cincinnati, Oh
- P••••••••• E••••• G••••• L•• unclassifiedFeb 5, 2001 to Jul 1, 2003 · Cincinnati, Oh
- C•••••••• I••••••••• R••••••• A•••••••• I••• to R••••••• W••••• A•••••••left Apr 7, 2022, registered Apr 8, 2022 (1 days) · Affiliated broker-dealer or bank to independent RIA
- L•• F•••••••• L•• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Nov 24, 2015, registered Nov 17, 2015 (-7 days) · Other · moved with a team
- F•••• T•••• S••••••••• I••• to L•• F•••••••• L••left Aug 5, 2011, registered Aug 9, 2011 (4 days) · Other
- S•••••••• I••••••••• C••••••••• G••••• L•• to F•••• T•••• S••••••••• I•••left Jul 13, 2009, registered Aug 4, 2009 (22 days) · Other
- W•••• F•••• A••••••• to S•••••••• I••••••••• C••••••••• G••••• L••left Mar 31, 2009, registered Jun 30, 2009 (91 days) · Other
- P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move
- M•••••• A•••• C••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for R••••••• W••••• A••••••• (registered 2022-04-08)Apr 7, 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address