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.
D••••• C••••• T••••••••
- C••••••• P••••••• independent RIA currentsince Nov 25, 2025 · North Bethesda, Md
- B••• W••••• A••••••• formerMar 9, 2018 to Mar 27, 2026 · North Bethesda, Md
- M••••••• C••••• W••••• S•••••••• I••• independent RIADec 22, 2014 to May 22, 2018 · Gaithersburg, Md
- U•• F•••••••• S••••••• I••• wirehouseJul 25, 2012 to Dec 22, 2014 · Bethesda, Md
- B••• W••••• A••••••• to C••••••• P•••••••left Mar 27, 2026, registered Nov 25, 2025 (-122 days) · RIA to RIA · moved with a team
- M••••••• C••••• W••••• S•••••••• I••• to B••• W••••• A•••••••left May 22, 2018, registered Mar 9, 2018 (-74 days) · Other
- U•• F•••••••• S••••••• I••• to M••••••• C••••• W••••• S•••••••• I•••left Dec 22, 2014, registered Dec 22, 2014 (0 days) · Other
- D••••• C••••• T•••••••• left B••• W••••• A••••••• for C••••••• P••••••• (registered 2025-11-25)Mar 27, 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
- Independent wealth managerderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address