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•••••• BD affiliated currentsince Aug 21, 2025 · Los Angeles, Ca
- M•••••• I••••••••• independent RIAMar 3, 2022 to Aug 19, 2025 · Valley Village, Ca
- A••••••••• L•• formerJan 1, 2017 to Mar 30, 2022 · Los Angeles, Ca
- M•••••• I••••••••• to M••••••left Aug 19, 2025, registered Aug 21, 2025 (2 days) · RIA to affiliated broker-dealer or bank · moved with a team
- A••••••••• L•• to M•••••• I•••••••••left Mar 30, 2022, registered Mar 3, 2022 (-27 days) · corporate re-registration, not a move
- Rehan Chaudhry left Mariner Independent for Mariner (registered 2025-08-21)Aug 19, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address