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.
B••••• M•••• O•••••
- R•• L••••• W••••• M••••••••• state registered currentsince Aug 12, 2026 · Highland, Mi
- I••• W••••• M••••••••• L•• independent RIAFeb 5, 2019 to Aug 31, 2026 · Highland, Mi
- E•• A••••••• S•••••••• I•• independent RIAMar 24, 2017 to Jan 31, 2019 · Southfield, Mi
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 13, 2015 to Jul 27, 2016 · Highland, Mi
- P•••• S••••••••• L•• no RAUMJul 30, 2012 to Jan 28, 2015 · Highland, Mi
- I••• W••••• M••••••••• L•• to R•• L••••• W••••• M•••••••••left Aug 31, 2026, registered Aug 12, 2026 (-19 days) · RIA to a state-registered adviser
- E•• A••••••• S•••••••• I•• to I••• W••••• M••••••••• L••left Jan 31, 2019, registered Feb 5, 2019 (5 days) · RIA to RIA
- M•• I•••••••• S•••••••• L•• to E•• A••••••• S•••••••• I••left Jul 27, 2016, registered Mar 24, 2017 (240 days) · Other
- P•••• S••••••••• L•• to M•• I•••••••• S•••••••• L••left Jan 28, 2015, registered Mar 13, 2015 (44 days) · Other
- B••••• M•••• O••••• left I••• W••••• M••••••••• L•• for R•• L••••• W••••• M••••••••• (registered 2026-08-12)Aug 31, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address