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•••• G•••••• B•••••
- Title
- Founding Partner & Wealth Advisorreportedwpafamilyoffice.comfirm site, Sep 16, 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.
- W•• F••••• O•••••• L•• independent RIA currentsince Sep 7, 2021 · Dallas, Tx
- W•••••••• W••••• independent RIAJan 2, 2018 to Sep 13, 2021 · Dallas, Tx
- R•• W••••• A••••••• formerSep 28, 2015 to Nov 30, 2017 · Dallas, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseOct 23, 2009 to Sep 17, 2015 · Dallas, Tx
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedAug 15, 2003 to Oct 23, 2009 · Dallas, Tx
- B••• O• A•••••• S••••••••• L•• unclassifiedDec 3, 2001 to Aug 20, 2003 · San Francisco, Ca
- W•••••••• W••••• to W•• F••••• O•••••• L••left Sep 13, 2021, registered Sep 7, 2021 (-6 days) · RIA to a newly registered adviser
- R•• W••••• A••••••• to W•••••••• W•••••left Nov 30, 2017, registered Jan 2, 2018 (33 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to R•• W••••• A•••••••left Sep 17, 2015, registered Sep 28, 2015 (11 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- B••• O• A•••••• S••••••••• L•• to B••• O• A•••••• I••••••••• S•••••••• I•••left Aug 20, 2003, registered Aug 15, 2003 (-5 days) · corporate re-registration, not a move
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