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.
J•••• D••••• D••••
- F•••• P••••••• W•••••• L•• independent RIA currentsince Aug 26, 2025 · Fairfax, Va
- D•••• W••••• M••••••••• L•• formerJul 3, 2012 to Aug 26, 2025 · Fairfax, Va
- F•• I••••••••• M••••••••• I••• unclassifiedJan 8, 2004 to May 29, 2009 · Arlington , Va
- F•• I••••••••• M••••••••• I••• unclassifiedMay 21, 2003 to Dec 31, 2003 · Arlington , Va
- F••••••• B••••••• R••••• I••••••••• M••••••••• I•• unclassifiedJun 24, 2002 to Apr 14, 2003 · Arlington, Va
- D•••• W••••• M••••••••• L•• to F•••• P••••••• W•••••• L••left Aug 26, 2025, registered Aug 26, 2025 (0 days) · RIA to RIA · moved with a team
- F•• I••••••••• M••••••••• I••• to D•••• W••••• M••••••••• L••left May 29, 2009, registered Jul 3, 2012 (1131 days) · Other
- F••••••• B••••••• R••••• I••••••••• M••••••••• I•• to F•• I••••••••• M••••••••• I•••left Apr 14, 2003, registered May 21, 2003 (37 days) · Other
- J•••• D••••• D•••• left D•••• W••••• M••••••••• L•• for F•••• P••••••• W•••••• L•• (registered 2025-08-26)Aug 26, 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
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address