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••••• D•••• B•••••
- B••••• F•••••••• G••••• I••• state registered currentsince Dec 8, 2025 · Palm Harbor, Fl
- L•• F•••••••• L•• BD affiliatedMar 2, 2006 to Sep 1, 2006 · Clearwater, Fl
- W•••••• • R••• formerMay 4, 2005 to Jul 13, 2005 · Denver, Co
- L•• F•••••••• L•• to B••••• F•••••••• G••••• I•••left Sep 1, 2006, registered Dec 8, 2025 (7038 days) · Other
- W•••••• • R••• to L•• F•••••••• L••left Jul 13, 2005, registered Mar 2, 2006 (232 days) · Other
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
- STATE REGISTEREDderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address