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•••••• E•••• J••••••
- T•• A•••••••• I••• BD affiliated currentsince Feb 11, 2026 · Summit, Nj
- G••• C•••• S••••••••• I••• formerMay 16, 2008 to Dec 31, 2025 · Burbank, Ca
- L•• F•••••••• L•• BD affiliatedJun 8, 2006 to May 27, 2008 · Beverly Hills, Ca
- L•• F•••••••• L•• BD affiliatedFeb 21, 2003 to May 4, 2006 · Gardena, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 22, 2000 to Feb 18, 2003 · Palm Springs, Ca
- G••• C•••• S••••••••• I••• to T•• A•••••••• I•••left Dec 31, 2025, registered Feb 11, 2026 (42 days) · Other
- L•• F•••••••• L•• to G••• C•••• S••••••••• I•••left May 27, 2008, registered May 16, 2008 (-11 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Feb 18, 2003, registered Feb 21, 2003 (3 days) · Other
- M•••••• E•••• J•••••• left G••• C•••• S••••••••• I••• for T•• A•••••••• I••• (registered 2026-02-11)Dec 31, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address