RIA Intelligence

Professional profile

linkedin.com/in/louis-batmalereportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

• A••••• F•••••••• S•••••••• state registered current
  since Jul 2, 2020 · Novato, Ca
• L•• F•••••••• L•• BD affiliated current
  since Jan 26, 2006 · Novato, Ca
• A••••• F•••••••• S•••••••• former
  Dec 10, 2019 to Dec 8, 2020 · Novato, Ca
• M• H••••••• S••••••••• I••• BD affiliated
  Nov 22, 2004 to Jan 30, 2006 · Mill Valley, Ca
• O•••• F•• I••• former
  Mar 3, 2000 to Dec 7, 2004 · Mill Valley, Ca

• A••••• F•••••••• S•••••••• to A••••• F•••••••• S••••••••
  left Dec 8, 2020, registered Jul 2, 2020 (-159 days) · channel change inside one enterprise, not a move · moved with a team
• M• H••••••• S••••••••• I••• to L•• F•••••••• L••
  left Jan 30, 2006, registered Jan 26, 2006 (-4 days) · Other
• O•••• F•• I••• to M• H••••••• S••••••••• I•••
  left Dec 7, 2004, registered Nov 22, 2004 (-15 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