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.
R•••••• L• H•••••
- Business email
- rich.howard@scissortailwealth.comreportedscissortailwealth.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/rich-howard-b086203breportedscissortailwealth.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.
- S••••••••• W••••• M••••••••• L•• independent RIA currentsince Jan 1, 2025 · Tulsa, Ok
- S••••••••• W••••• M••••••••• L•• independent RIANov 9, 2018 to Dec 31, 2022 · Tulsa, Ok
- U•• F•••••••• S••••••• I••• wirehouseJan 14, 2009 to Nov 19, 2018 · Tulsa, Ok
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 28, 1999 to Jan 15, 2009 · Tulsa, Ok
- U•• F•••••••• S••••••• I••• to S••••••••• W••••• M••••••••• L••left Nov 19, 2018, registered Nov 9, 2018 (-10 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Jan 15, 2009, registered Jan 14, 2009 (-1 days) · Wirehouse to wirehouse
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